Filed November 10, 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 | $47,077 | $127,386-63.0% | $115,037-59.1% | $125,391-62.5% |
| Participation rate | 95.7% | 84.2%+11.5pp | 81.4%+14.3pp | 83.2%+12.5pp |
| Annual return | -1.29% | 31.28%-32.6pp | 26.14%-27.4pp | 282.22%-283.5pp |
| Employer contribution / active EE | $1,923 | $5,166-62.8% | $4,608-58.3% | $4,866-60.5% |
| Participant deferral / active EE | $3,819 | $6,423-40.5% | $6,026-36.6% | $5,352-28.6% |
| Admin fee / account holder | $9,897 | $9,516+4.0% | $8,175+21.1% | $9,540+3.7% |