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 | $52,243 | $48,076+8.7% | $78,689-33.6% | $62,891-16.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 10.33% | 31.35%-21.0pp | 62.18%-51.8pp | 20.14%-9.8pp |
| Employer contribution / active EE | $2,897 | $2,015+43.8% | $2,851+1.6% | $2,281+27.0% |
| Participant deferral / active EE | $6,644 | $2,588+156.8% | $3,517+88.9% | $3,203+107.4% |
| Admin fee / account holder | $452 | $3,207-85.9% | $4,510-90.0% | $4,296-89.5% |