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 | $92,377 | $125,758-26.5% | $169,993-45.7% | $75,163+22.9% |
| Participation rate | 98.5% | 83.6%+14.9pp | 87.0%+11.5pp | 67.2%+31.3pp |
| Annual return | 18.75% | 27.20%-8.5pp | 53.37%-34.6pp | 160.62%-141.9pp |
| Employer contribution / active EE | $5,227 | $4,615+13.3% | $6,785-23.0% | $2,670+95.8% |
| Participant deferral / active EE | $3,890 | $6,837-43.1% | $10,408-62.6% | $4,125-5.7% |
| Admin fee / account holder | $9,179 | $8,173+12.3% | $12,815-28.4% | $5,651+62.4% |