Filed July 28, 2004 (most recent of 3 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 4-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 | $110,446 | $125,758-12.2% | $169,993-35.0% | $75,163+46.9% |
| Participation rate | 97.6% | 83.6%+14.0pp | 87.0%+10.6pp | 67.2%+30.4pp |
| Annual return | 15.03% | 27.20%-12.2pp | 53.37%-38.3pp | 160.62%-145.6pp |
| Employer contribution / active EE | $3,032 | $4,615-34.3% | $6,785-55.3% | $2,670+13.6% |
| Participant deferral / active EE | $3,144 | $6,837-54.0% | $10,408-69.8% | $4,125-23.8% |
| Admin fee / account holder | $6,243 | $8,173-23.6% | $12,815-51.3% | $5,651+10.5% |