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 | $74,985 | $72,277+3.7% | $101,248-25.9% | $79,858-6.1% |
| Participation rate | 82.1% | 68.5%+13.7pp | 75.8%+6.3pp | 69.6%+12.5pp |
| Annual return | 17.67% | 22.30%-4.6pp | 46.47%-28.8pp | 31.71%-14.0pp |
| Employer contribution / active EE | $3,005 | $2,692+11.6% | $3,660-17.9% | $2,471+21.6% |
| Participant deferral / active EE | $5,301 | $3,282+61.5% | $4,370+21.3% | $3,740+41.7% |
| Admin fee / account holder | $19,089 | $4,400+333.8% | $5,945+221.1% | $5,306+259.7% |