Filed March 30, 2004 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,901 | $60,349+125.2% | $74,183+83.2% | $62,891+116.1% |
| Participation rate | 97.4% | 72.7%+24.6pp | 76.6%+20.8pp | 69.3%+28.1pp |
| Annual return | 5.12% | 21.37%-16.3pp | 17.74%-12.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,871 | $1,680+11.4% | $2,370-21.1% | $2,281-18.0% |
| Participant deferral / active EE | $2,985 | $2,856+4.5% | $3,550-15.9% | $3,203-6.8% |
| Admin fee / account holder | $25,954 | $4,261+509.1% | $5,586+364.6% | $4,296+504.2% |