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 | $82,817 | $65,365+26.7% | $92,893-10.8% | $72,985+13.5% |
| Participation rate | 78.8% | 68.3%+10.5pp | 76.0%+2.8pp | 69.5%+9.4pp |
| Annual return | 21.58% | 42.10%-20.5pp | 109.41%-87.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $2,694 | $2,594+3.8% | $3,653-26.3% | $2,440+10.4% |
| Participant deferral / active EE | $5,413 | $3,128+73.0% | $4,236+27.8% | $3,607+50.0% |
| Admin fee / account holder | $7,131 | $4,251+67.7% | $5,794+23.1% | $5,124+39.2% |