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 | $63,724 | $100,041-36.3% | $149,718-57.4% | $70,131-9.1% |
| Participation rate | 95.7% | 83.6%+12.2pp | 87.1%+8.7pp | 69.5%+26.2pp |
| Annual return | 22.70% | 27.43%-4.7pp | 1501.63%-1478.9pp | 73.14%-50.4pp |
| Employer contribution / active EE | $2,198 | $3,662-40.0% | $5,445-59.6% | $2,342-6.2% |
| Participant deferral / active EE | $3,179 | $4,983-36.2% | $6,569-51.6% | $3,332-4.6% |
| Admin fee / account holder | $1,647 | $8,286-80.1% | $11,283-85.4% | $4,645-64.5% |