Filed October 18, 2004 (most recent of 4 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 | $202,752 | $45,073+349.8% | $69,455+191.9% | $72,985+177.8% |
| Participation rate | 97.1% | 68.5%+28.6pp | 74.6%+22.5pp | 69.5%+27.7pp |
| Annual return | 18.15% | 22.65%-4.5pp | 28.97%-10.8pp | 81.00%-62.9pp |
| Employer contribution / active EE | $9,527 | $2,054+363.9% | $2,779+242.8% | $2,440+290.5% |
| Participant deferral / active EE | $4,563 | $2,602+75.4% | $3,535+29.1% | $3,607+26.5% |
| Admin fee / account holder | $19,180 | $3,056+527.7% | $3,839+399.6% | $5,124+274.3% |