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 | $50,070 | $76,552-34.6% | $123,892-59.6% | $62,891-20.4% |
| Participation rate | 96.4% | 73.0%+23.4pp | 81.4%+15.0pp | 69.3%+27.1pp |
| Annual return | 9.40% | 18.68%-9.3pp | 47.52%-38.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,590 | $2,883-44.9% | $4,617-65.6% | $2,281-30.3% |
| Participant deferral / active EE | $3,033 | $4,840-37.3% | $5,984-49.3% | $3,203-5.3% |
| Admin fee / account holder | $1,085 | $4,826-77.5% | $8,357-87.0% | $4,296-74.7% |