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 | $235,167 | $77,314+204.2% | $177,989+32.1% | $80,856+190.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 12.12% | 18.09%-6.0pp | 294.48%-282.4pp | 35.59%-23.5pp |
| Employer contribution / active EE | $8,591 | $2,292+274.8% | $3,949+117.6% | $2,755+211.9% |
| Participant deferral / active EE | $10,693 | $4,411+142.4% | $6,276+70.4% | $4,296+148.9% |
| Admin fee / account holder | $37,634 | $7,191+423.4% | $10,363+263.1% | $6,918+444.0% |