Filed October 26, 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 | $188,174 | $69,010+172.7% | $159,960+17.6% | $68,494+174.7% |
| Participation rate | 96.8% | 65.4%+31.4pp | 78.0%+18.8pp | 67.9%+28.9pp |
| Annual return | -15.85% | -9.65%-6.2pp | 408.60%-424.5pp | -7.84%-8.0pp |
| Employer contribution / active EE | $5,909 | $2,213+167.0% | $4,226+39.8% | $2,596+127.6% |
| Participant deferral / active EE | $7,922 | $4,212+88.1% | $6,182+28.1% | $4,027+96.7% |
| Admin fee / account holder | $32,398 | $4,798+575.2% | $8,698+272.5% | $5,403+499.7% |