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 | $90,891 | $54,350+67.2% | $82,719+9.9% | $68,494+32.7% |
| Participation rate | 76.5% | 63.9%+12.6pp | 72.6%+3.9pp | 67.9%+8.6pp |
| Annual return | -15.62% | -13.67%-1.9pp | 701.18%-716.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $369 | $2,218-83.4% | $3,009-87.8% | $2,596-85.8% |
| Participant deferral / active EE | $5,440 | $3,246+67.6% | $4,395+23.8% | $4,027+35.1% |
| Admin fee / account holder | $12,914 | $4,395+193.8% | $5,329+142.3% | $5,403+139.0% |