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 | $95,344 | $100,041-4.7% | $149,718-36.3% | $70,131+36.0% |
| Participation rate | 94.3% | 83.6%+10.7pp | 87.1%+7.2pp | 69.5%+24.7pp |
| Annual return | 15.69% | 27.43%-11.7pp | 1501.63%-1485.9pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,395 | $3,662-61.9% | $5,445-74.4% | $2,342-40.5% |
| Participant deferral / active EE | $4,474 | $4,983-10.2% | $6,569-31.9% | $3,332+34.3% |
| Admin fee / account holder | $4,187 | $8,286-49.5% | $11,283-62.9% | $4,645-9.9% |