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 | $63,652 | $109,359-41.8% | $162,163-60.7% | $72,985-12.8% |
| Participation rate | 98.0% | 84.3%+13.8pp | 87.6%+10.5pp | 69.5%+28.6pp |
| Annual return | 23.72% | 25.46%-1.7pp | 115.59%-91.9pp | 81.00%-57.3pp |
| Employer contribution / active EE | $2,228 | $3,907-43.0% | $5,614-60.3% | $2,440-8.7% |
| Participant deferral / active EE | $2,820 | $5,481-48.6% | $7,298-61.4% | $3,607-21.8% |
| Admin fee / account holder | $6,322 | $7,972-20.7% | $10,843-41.7% | $5,124+23.4% |