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 | $91,495 | $60,124+52.2% | $90,404+1.2% | $79,858+14.6% |
| Participation rate | 70.7% | 65.0%+5.7pp | 72.7%-2.0pp | 69.6%+1.1pp |
| Annual return | 10.91% | 71.94%-61.0pp | 1293.02%-1282.1pp | 31.71%-20.8pp |
| Employer contribution / active EE | $330 | $2,068-84.0% | $3,262-89.9% | $2,471-86.6% |
| Participant deferral / active EE | $4,238 | $2,938+44.2% | $3,963+6.9% | $3,740+13.3% |
| Admin fee / account holder | $17,671 | $3,976+344.4% | $5,611+214.9% | $5,306+233.0% |