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 | $206,291 | $109,359+88.6% | $162,163+27.2% | $72,985+182.6% |
| Participation rate | 97.3% | 84.3%+13.0pp | 87.6%+9.7pp | 69.5%+27.8pp |
| Annual return | 26.29% | 25.46%+0.8pp | 115.59%-89.3pp | 81.00%-54.7pp |
| Employer contribution / active EE | $4,610 | $3,907+18.0% | $5,614-17.9% | $2,440+88.9% |
| Participant deferral / active EE | $3,352 | $5,481-38.8% | $7,298-54.1% | $3,607-7.1% |
| Admin fee / account holder | $982 | $7,972-87.7% | $10,843-90.9% | $5,124-80.8% |