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 | $63,139 | $87,841-28.1% | $133,980-52.9% | $62,891+0.4% |
| Participation rate | 96.2% | 83.4%+12.8pp | 87.1%+9.2pp | 69.3%+26.9pp |
| Annual return | 7.85% | 12.05%-4.2pp | 29.30%-21.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,859 | $3,483-17.9% | $5,211-45.1% | $2,281+25.3% |
| Participant deferral / active EE | $3,737 | $4,812-22.4% | $6,282-40.5% | $3,203+16.7% |
| Admin fee / account holder | $7,120 | $5,371+32.6% | $9,324-23.6% | $4,296+65.7% |