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 | $106,916 | $65,409+63.5% | $98,442+8.6% | $85,850+24.5% |
| Participation rate | 75.0% | 65.0%+10.0pp | 73.3%+1.7pp | 69.3%+5.7pp |
| Annual return | 12.52% | 21.76%-9.2pp | 1492.73%-1480.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $398 | $2,168-81.7% | $2,960-86.6% | $2,565-84.5% |
| Participant deferral / active EE | $5,198 | $3,166+64.2% | $4,276+21.6% | $3,952+31.5% |
| Admin fee / account holder | $2,862 | $4,593-37.7% | $5,949-51.9% | $6,260-54.3% |