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 | $77,216 | $87,841-12.1% | $133,980-42.4% | $62,891+22.8% |
| Participation rate | 94.3% | 83.4%+10.9pp | 87.1%+7.2pp | 69.3%+25.0pp |
| Annual return | 6.90% | 12.05%-5.2pp | 29.30%-22.4pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,423 | $3,483-59.1% | $5,211-72.7% | $2,281-37.6% |
| Participant deferral / active EE | $4,423 | $4,812-8.1% | $6,282-29.6% | $3,203+38.1% |
| Admin fee / account holder | $8,026 | $5,371+49.4% | $9,324-13.9% | $4,296+86.8% |