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 | $85,893 | $123,793-30.6% | $177,821-51.7% | $79,858+7.6% |
| Participation rate | 98.0% | 84.7%+13.3pp | 87.7%+10.3pp | 69.6%+28.4pp |
| Annual return | 15.18% | 22.82%-7.6pp | 48.32%-33.1pp | 31.71%-16.5pp |
| Employer contribution / active EE | $5,317 | $4,095+29.8% | $5,918-10.2% | $2,471+115.2% |
| Participant deferral / active EE | $3,540 | $5,956-40.6% | $7,714-54.1% | $3,740-5.3% |
| Admin fee / account holder | $3,228 | $7,243-55.4% | $12,427-74.0% | $5,306-39.2% |