Filed October 28, 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 | $165,181 | $98,982+66.9% | $162,163+1.9% | $65,185+153.4% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 20.33% | 24.84%-4.5pp | 115.59%-95.3pp | 29.38%-9.1pp |
| Employer contribution / active EE | $2,557 | $3,467-26.2% | $5,614-54.4% | $2,177+17.5% |
| Participant deferral / active EE | $7,165 | $5,384+33.1% | $7,298-1.8% | $3,514+103.9% |
| Admin fee / account holder | $18,877 | $596+3065.2% | $10,843+74.1% | $847+2128.4% |