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 | $50,890 | $82,523-38.3% | $115,752-56.0% | $70,131-27.4% |
| Participation rate | 80.8% | 74.0%+6.8pp | 77.8%+3.0pp | 69.5%+11.2pp |
| Annual return | 15.11% | 28.22%-13.1pp | 19.41%-4.3pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,119 | $2,758-59.4% | $3,492-67.9% | $2,342-52.2% |
| Participant deferral / active EE | $2,305 | $4,062-43.3% | $5,204-55.7% | $3,332-30.8% |
| Admin fee / account holder | $3,377 | $4,552-25.8% | $6,278-46.2% | $4,645-27.3% |