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 | $40,388 | $53,127-24.0% | $86,590-53.4% | $70,131-42.4% |
| Participation rate | 94.6% | 65.3%+29.3pp | 73.5%+21.0pp | 69.5%+25.1pp |
| Annual return | 17.41% | 27.66%-10.2pp | 964.84%-947.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $2,380 | $2,068+15.1% | $2,839-16.2% | $2,342+1.6% |
| Participant deferral / active EE | $4,800 | $2,696+78.1% | $3,609+33.0% | $3,332+44.1% |
| Admin fee / account holder | $11,003 | $3,585+206.9% | $4,906+124.3% | $4,645+136.9% |