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 | $234,986 | $49,227+377.3% | $70,449+233.6% | $79,858+194.3% |
| Participation rate | 96.9% | 69.2%+27.8pp | 75.1%+21.9pp | 69.6%+27.3pp |
| Annual return | 17.95% | 30.06%-12.1pp | 109.03%-91.1pp | 31.71%-13.8pp |
| Employer contribution / active EE | $10,258 | $2,099+388.7% | $2,737+274.8% | $2,471+315.2% |
| Participant deferral / active EE | $4,470 | $2,768+61.5% | $3,709+20.5% | $3,740+19.5% |
| Admin fee / account holder | $6,387 | $2,878+121.9% | $3,845+66.1% | $5,306+20.4% |