Filed October 28, 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 | $118,652 | $63,346+87.3% | $92,233+28.6% | $70,131+69.2% |
| Participation rate | 78.8% | 68.7%+10.1pp | 76.5%+2.3pp | 69.5%+9.2pp |
| Annual return | 14.25% | 530.12%-515.9pp | 176.28%-162.0pp | 73.14%-58.9pp |
| Employer contribution / active EE | $3,568 | $2,471+44.4% | $3,679-3.0% | $2,342+52.3% |
| Participant deferral / active EE | $4,695 | $2,854+64.5% | $3,897+20.5% | $3,332+40.9% |
| Admin fee / account holder | $23,325 | $3,840+507.4% | $5,194+349.1% | $4,645+402.1% |