Filed November 29, 2004 (most recent of 3 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 | $113,778 | $100,041+13.7% | $149,718-24.0% | $70,131+62.2% |
| Participation rate | 85.7% | 83.6%+2.1pp | 87.1%-1.4pp | 69.5%+16.2pp |
| Annual return | 16.87% | 27.43%-10.6pp | 1501.63%-1484.8pp | 73.14%-56.3pp |
| Employer contribution / active EE | $6,453 | $3,662+76.2% | $5,445+18.5% | $2,342+175.5% |
| Participant deferral / active EE | $3,092 | $4,983-37.9% | $6,569-52.9% | $3,332-7.2% |
| Admin fee / account holder | $7,988 | $8,286-3.6% | $11,283-29.2% | $4,645+72.0% |