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 | $67,252 | $94,529-28.9% | $140,016-52.0% | $64,186+4.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -2.46% | 7.77%-10.2pp | 651.12%-653.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $4,261 | $3,812+11.8% | $5,606-24.0% | $2,381+79.0% |
| Participant deferral / active EE | $3,944 | $5,250-24.9% | $6,927-43.1% | $3,470+13.7% |
| Admin fee / account holder | $4,672 | $6,741-30.7% | $10,705-56.4% | $4,888-4.4% |