Filed October 18, 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 | $41,082 | $43,723-6.0% | $121,196-66.1% | $64,186-36.0% |
| Participation rate | 88.0% | 58.3%+29.7pp | 71.7%+16.3pp | 69.6%+18.4pp |
| Annual return | -7.45% | 68.91%-76.4pp | 16.93%-24.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,389 | $1,296+7.2% | $4,022-65.5% | $2,381-41.7% |
| Participant deferral / active EE | $2,574 | $2,280+12.9% | $3,344-23.0% | $3,470-25.8% |
| Admin fee / account holder | $831 | $3,501-76.3% | $5,019-83.4% | $4,888-83.0% |