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 | $81,140 | $123,793-34.5% | $177,821-54.4% | $79,858+1.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 12.51% | 22.82%-10.3pp | 48.32%-35.8pp | 31.71%-19.2pp |
| Employer contribution / active EE | $3,640 | $4,095-11.1% | $5,918-38.5% | $2,471+47.3% |
| Participant deferral / active EE | $4,482 | $5,956-24.7% | $7,714-41.9% | $3,740+19.8% |
| Admin fee / account holder | $14,197 | $7,243+96.0% | $12,427+14.2% | $5,306+167.5% |