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 | $171,406 | $136,307+25.8% | $177,821-3.6% | $73,488+133.2% |
| Participation rate | 99.1% | 86.1%+13.0pp | 87.7%+11.3pp | 70.7%+28.4pp |
| Annual return | 13.30% | 18.68%-5.4pp | 48.32%-35.0pp | 28.51%-15.2pp |
| Employer contribution / active EE | $2,786 | $3,712-25.0% | $5,918-52.9% | $2,270+22.7% |
| Participant deferral / active EE | $7,783 | $5,829+33.5% | $7,714+0.9% | $3,740+108.1% |
| Admin fee / account holder | $15,792 | $596+2551.7% | $12,427+27.1% | $513+2978.0% |