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 | $58,172 | $87,841-33.8% | $133,980-56.6% | $62,891-7.5% |
| Participation rate | 78.3% | 83.4%-5.1pp | 87.1%-8.8pp | 69.3%+9.0pp |
| Annual return | 5.84% | 12.05%-6.2pp | 29.30%-23.5pp | 20.14%-14.3pp |
| Employer contribution / active EE | $2,010 | $3,483-42.3% | $5,211-61.4% | $2,281-11.9% |
| Participant deferral / active EE | $2,801 | $4,812-41.8% | $6,282-55.4% | $3,203-12.5% |
| Admin fee / account holder | $4,129 | $5,371-23.1% | $9,324-55.7% | $4,296-3.9% |