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 | $56,528 | $85,766-34.1% | $136,294-58.5% | $70,131-19.4% |
| Participation rate | 96.8% | 74.2%+22.6pp | 81.9%+14.9pp | 69.5%+27.2pp |
| Annual return | 14.69% | 31.45%-16.8pp | 5155.94%-5141.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,497 | $2,966-49.5% | $4,695-68.1% | $2,342-36.1% |
| Participant deferral / active EE | $3,102 | $5,051-38.6% | $6,247-50.4% | $3,332-6.9% |
| Admin fee / account holder | $498 | $5,420-90.8% | $9,243-94.6% | $4,645-89.3% |