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 | $50,331 | $176,662-71.5% | $130,648-61.5% | $152,861-67.1% |
| Participation rate | 91.3% | 79.0%+12.3pp | 71.7%+19.6pp | 82.4%+8.9pp |
| Annual return | 21.62% | 2692.24%-2670.6pp | 1708.96%-1687.3pp | 345.32%-323.7pp |
| Employer contribution / active EE | $3,023 | $5,742-47.4% | $4,092-26.1% | $4,762-36.5% |
| Participant deferral / active EE | $3,009 | $4,361-31.0% | $3,603-16.5% | $5,850-48.6% |
| Admin fee / account holder | $9,921 | $7,133+39.1% | $5,464+81.5% | $11,596-14.5% |