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 | $78,455 | $110,094-28.7% | $151,611-48.3% | $68,494+14.5% |
| Participation rate | 96.6% | 84.0%+12.6pp | 87.5%+9.1pp | 67.9%+28.7pp |
| Annual return | -14.69% | -10.12%-4.6pp | 3.33%-18.0pp | -7.84%-6.8pp |
| Employer contribution / active EE | $4,915 | $4,471+9.9% | $6,166-20.3% | $2,596+89.3% |
| Participant deferral / active EE | $3,549 | $6,527-45.6% | $8,363-57.6% | $4,027-11.9% |
| Admin fee / account holder | $6,312 | $7,719-18.2% | $11,616-45.7% | $5,403+16.8% |