Filed November 19, 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 | $56,580 | $94,529-40.1% | $140,016-59.6% | $64,186-11.8% |
| Participation rate | 93.4% | 84.1%+9.4pp | 87.5%+5.9pp | 69.6%+23.9pp |
| Annual return | -4.22% | 7.77%-12.0pp | 651.12%-655.3pp | 7.63%-11.9pp |
| Employer contribution / active EE | $3,188 | $3,812-16.4% | $5,606-43.1% | $2,381+33.9% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,289 | $6,741-80.9% | $10,705-88.0% | $4,888-73.6% |