Filed October 19, 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 | $71,793 | $160,055-55.1% | $140,016-48.7% | $135,375-47.0% |
| Participation rate | 86.7% | 88.5%-1.9pp | 87.5%-0.8pp | 82.6%+4.0pp |
| Annual return | 2.45% | 911.38%-908.9pp | 651.12%-648.7pp | 519.73%-517.3pp |
| Employer contribution / active EE | $1,620 | $6,420-74.8% | $5,606-71.1% | $4,779-66.1% |
| Participant deferral / active EE | $4,697 | $7,642-38.5% | $6,927-32.2% | $5,609-16.3% |
| Admin fee / account holder | $19,798 | $13,328+48.5% | $10,705+84.9% | $10,827+82.9% |