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 | $65,949 | $100,041-34.1% | $149,718-56.0% | $70,131-6.0% |
| Participation rate | 93.8% | 83.6%+10.2pp | 87.1%+6.7pp | 69.5%+24.2pp |
| Annual return | 21.69% | 27.43%-5.7pp | 1501.63%-1479.9pp | 73.14%-51.5pp |
| Employer contribution / active EE | $3,616 | $3,662-1.2% | $5,445-33.6% | $2,342+54.4% |
| Participant deferral / active EE | $2,483 | $4,983-50.2% | $6,569-62.2% | $3,332-25.5% |
| Admin fee / account holder | $3,800 | $8,286-54.1% | $11,283-66.3% | $4,645-18.2% |