Filed October 19, 2004 (most recent of 3 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 | $127,187 | $125,758+1.1% | $169,993-25.2% | $75,163+69.2% |
| Participation rate | 90.3% | 83.6%+6.7pp | 87.0%+3.3pp | 67.2%+23.1pp |
| Annual return | 15.64% | 27.20%-11.6pp | 53.37%-37.7pp | 160.62%-145.0pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,318 | $6,837-22.2% | $10,408-48.9% | $4,125+28.9% |
| Admin fee / account holder | $13,332 | $8,173+63.1% | $12,815+4.0% | $5,651+135.9% |