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 | $69,717 | $110,094-36.7% | $151,611-54.0% | $68,494+1.8% |
| Participation rate | 96.2% | 84.0%+12.3pp | 87.5%+8.7pp | 67.9%+28.3pp |
| Annual return | -16.29% | -10.12%-6.2pp | 3.33%-19.6pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,473 | $4,471-44.7% | $6,166-59.9% | $2,596-4.7% |
| Participant deferral / active EE | $3,648 | $6,527-44.1% | $8,363-56.4% | $4,027-9.4% |
| Admin fee / account holder | $936 | $7,719-87.9% | $11,616-91.9% | $5,403-82.7% |