Filed October 18, 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 | $89,695 | $39,122+129.3% | $57,179+56.9% | $62,891+42.6% |
| Participation rate | 84.4% | 70.5%+13.9pp | 75.3%+9.0pp | 69.3%+15.1pp |
| Annual return | 7.07% | 9.23%-2.2pp | 14.59%-7.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $4,075 | $1,874+117.4% | $2,682+51.9% | $2,281+78.7% |
| Participant deferral / active EE | $3,449 | $2,374+45.3% | $3,096+11.4% | $3,203+7.7% |
| Admin fee / account holder | $9,880 | $2,592+281.2% | $3,139+214.7% | $4,296+130.0% |