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 | $231,677 | $70,669+227.8% | $169,368+36.8% | $75,163+208.2% |
| Participation rate | 96.7% | 64.8%+31.9pp | 77.1%+19.5pp | 67.2%+29.5pp |
| Annual return | 17.10% | 36.36%-19.3pp | 405.60%-388.5pp | 160.62%-143.5pp |
| Employer contribution / active EE | $6,652 | $2,211+200.9% | $4,013+65.8% | $2,670+149.2% |
| Participant deferral / active EE | $9,567 | $4,311+121.9% | $6,221+53.8% | $4,125+131.9% |
| Admin fee / account holder | $1,834 | $5,402-66.1% | $9,003-79.6% | $5,651-67.5% |