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 | $54,215 | $82,032-33.9% | $123,104-56.0% | $59,632-9.1% |
| Participation rate | 88.4% | 83.2%+5.2pp | 86.8%+1.6pp | 68.7%+19.7pp |
| Annual return | 0.37% | 5.12%-4.7pp | 13.22%-12.8pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $1,819 | $3,297-44.8% | $5,151-64.7% | $2,203-17.4% |
| Participant deferral / active EE | $2,480 | $4,667-46.9% | $6,230-60.2% | $3,192-22.3% |
| Admin fee / account holder | $823 | $5,881-86.0% | $9,015-90.9% | $4,297-80.8% |