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 | $60,522 | $53,127+13.9% | $86,590-30.1% | $70,131-13.7% |
| Participation rate | 96.3% | 65.3%+30.9pp | 73.5%+22.7pp | 69.5%+26.7pp |
| Annual return | 16.05% | 27.66%-11.6pp | 964.84%-948.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,884 | $2,068-8.9% | $2,839-33.6% | $2,342-19.6% |
| Participant deferral / active EE | $2,988 | $2,696+10.8% | $3,609-17.2% | $3,332-10.3% |
| Admin fee / account holder | $6,360 | $3,585+77.4% | $4,906+29.6% | $4,645+36.9% |