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 | $52,869 | $64,707-18.3% | $112,228-52.9% | $68,494-22.8% |
| Participation rate | 90.8% | 67.2%+23.7pp | 75.1%+15.7pp | 67.9%+22.9pp |
| Annual return | -18.73% | -11.40%-7.3pp | 27.45%-46.2pp | -7.84%-10.9pp |
| Employer contribution / active EE | $3,144 | $2,746+14.5% | $3,635-13.5% | $2,596+21.1% |
| Participant deferral / active EE | $5,741 | $3,565+61.0% | $4,728+21.4% | $4,027+42.5% |
| Admin fee / account holder | $2,374 | $5,232-54.6% | $6,410-63.0% | $5,403-56.1% |