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 | $248,276 | $105,181+136.0% | $159,436+55.7% | $85,850+189.2% |
| Participation rate | 87.2% | 75.8%+11.4pp | 82.8%+4.4pp | 69.3%+17.9pp |
| Annual return | 13.37% | 45.07%-31.7pp | 263.57%-250.2pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,357 | $3,318-59.1% | $4,829-71.9% | $2,565-47.1% |
| Participant deferral / active EE | $11,337 | $5,945+90.7% | $7,352+54.2% | $3,952+186.9% |
| Admin fee / account holder | $9,139 | $6,933+31.8% | $10,799-15.4% | $6,260+46.0% |