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 | $59,218 | $82,032-27.8% | $123,104-51.9% | $59,632-0.7% |
| Participation rate | 90.2% | 83.2%+7.0pp | 86.8%+3.4pp | 68.7%+21.5pp |
| Annual return | -1.04% | 5.12%-6.2pp | 13.22%-14.3pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $2,710 | $3,297-17.8% | $5,151-47.4% | $2,203+23.0% |
| Participant deferral / active EE | $3,804 | $4,667-18.5% | $6,230-38.9% | $3,192+19.2% |
| Admin fee / account holder | $4,186 | $5,881-28.8% | $9,015-53.6% | $4,297-2.6% |