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 | $60,890 | $49,177+23.8% | $79,464-23.4% | $64,186-5.1% |
| Participation rate | 88.8% | 65.0%+23.7pp | 73.3%+15.4pp | 69.6%+19.2pp |
| Annual return | -6.60% | -1.16%-5.4pp | 718.14%-724.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,588 | $2,076-23.5% | $2,800-43.3% | $2,381-33.3% |
| Participant deferral / active EE | $3,342 | $2,821+18.4% | $3,704-9.8% | $3,470-3.7% |
| Admin fee / account holder | $2,586 | $3,839-32.6% | $5,113-49.4% | $4,888-47.1% |