Filed April 14, 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 | $47,751 | $72,114-33.8% | $108,745-56.1% | $62,891-24.1% |
| Participation rate | 76.0% | 74.6%+1.4pp | 77.7%-1.7pp | 69.3%+6.7pp |
| Annual return | 11.12% | 13.41%-2.3pp | 46.22%-35.1pp | 20.14%-9.0pp |
| Employer contribution / active EE | $1,239 | $2,694-54.0% | $3,323-62.7% | $2,281-45.7% |
| Participant deferral / active EE | $2,044 | $4,044-49.5% | $5,121-60.1% | $3,203-36.2% |
| Admin fee / account holder | $5,972 | $4,608+29.6% | $6,144-2.8% | $4,296+39.0% |