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 | $57,691 | $94,529-39.0% | $140,016-58.8% | $64,186-10.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -3.84% | 7.77%-11.6pp | 651.12%-655.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $3,487 | $3,812-8.5% | $5,606-37.8% | $2,381+46.5% |
| Participant deferral / active EE | $2,439 | $5,250-53.5% | $6,927-64.8% | $3,470-29.7% |
| Admin fee / account holder | $4,403 | $6,741-34.7% | $10,705-58.9% | $4,888-9.9% |