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 | $81,704 | $53,516+52.7% | $126,539-35.4% | $84,808-3.7% |
| Participation rate | 93.1% | 58.2%+34.9pp | 69.8%+23.3pp | 68.3%+24.8pp |
| Annual return | 14.93% | 58.34%-43.4pp | 425.95%-411.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,593 | $1,535+3.8% | $3,674-56.6% | $2,631-39.5% |
| Participant deferral / active EE | $4,555 | $2,671+70.5% | $4,083+11.6% | $4,212+8.1% |
| Admin fee / account holder | $7,437 | $4,497+65.4% | $6,065+22.6% | $7,344+1.3% |