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 | $62,205 | $94,529-34.2% | $140,016-55.6% | $64,186-3.1% |
| Participation rate | 86.0% | 84.1%+1.9pp | 87.5%-1.5pp | 69.6%+16.4pp |
| Annual return | -4.76% | 7.77%-12.5pp | 651.12%-655.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,077 | $3,812-45.5% | $5,606-62.9% | $2,381-12.7% |
| Participant deferral / active EE | $2,946 | $5,250-43.9% | $6,927-57.5% | $3,470-15.1% |
| Admin fee / account holder | $3,265 | $6,741-51.6% | $10,705-69.5% | $4,888-33.2% |