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 | $95,947 | $54,762+75.2% | $90,281+6.3% | $72,985+31.5% |
| Participation rate | 73.0% | 65.1%+7.8pp | 73.3%-0.3pp | 69.5%+3.5pp |
| Annual return | 20.86% | 30.63%-9.8pp | 78.10%-57.2pp | 81.00%-60.1pp |
| Employer contribution / active EE | $357 | $2,092-82.9% | $2,854-87.5% | $2,440-85.4% |
| Participant deferral / active EE | $4,344 | $2,887+50.5% | $3,885+11.8% | $3,607+20.4% |
| Admin fee / account holder | $1,606 | $3,972-59.6% | $5,351-70.0% | $5,124-68.7% |