Filed October 18, 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 | $52,467 | $45,152+16.2% | $73,843-28.9% | $59,632-12.0% |
| Participation rate | 87.0% | 64.0%+23.0pp | 73.4%+13.6pp | 68.7%+18.3pp |
| Annual return | -1.33% | 27.40%-28.7pp | 2267.84%-2269.2pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $1,697 | $1,902-10.8% | $2,787-39.1% | $2,203-23.0% |
| Participant deferral / active EE | $2,840 | $2,574+10.3% | $3,583-20.8% | $3,192-11.0% |
| Admin fee / account holder | $12,045 | $3,516+242.5% | $4,880+146.8% | $4,297+180.3% |