Filed May 17, 2004 (most recent of 2 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 10-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 | $110,297 | $153,772-28.3% | $133,980-17.7% | $273,961-59.7% |
| Participation rate | 95.7% | 88.4%+7.3pp | 87.1%+8.6pp | 83.0%+12.6pp |
| Annual return | 5.48% | 36.51%-31.0pp | 29.30%-23.8pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,649 | $6,029-72.6% | $5,211-68.4% | $4,869-66.1% |
| Participant deferral / active EE | $6,845 | $6,958-1.6% | $6,282+9.0% | $5,287+29.5% |
| Admin fee / account holder | $35,957 | $11,765+205.6% | $9,324+285.6% | $10,132+254.9% |