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 | $64,818 | $49,173+31.8% | $121,098-46.5% | $75,163-13.8% |
| Participation rate | 83.9% | 55.4%+28.5pp | 69.5%+14.4pp | 67.2%+16.7pp |
| Annual return | 19.09% | 55.99%-36.9pp | 985.75%-966.7pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,734 | $1,546+76.9% | $4,164-34.3% | $2,670+2.4% |
| Participant deferral / active EE | $2,861 | $2,628+8.9% | $4,080-29.9% | $4,125-30.6% |
| Admin fee / account holder | $1,254 | $3,942-68.2% | $5,644-77.8% | $5,651-77.8% |