Filed October 18, 2004 (most recent of 4 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 | $47,919 | $82,032-41.6% | $123,104-61.1% | $59,632-19.6% |
| Participation rate | 88.9% | 83.2%+5.7pp | 86.8%+2.1pp | 68.7%+20.2pp |
| Annual return | -0.09% | 5.12%-5.2pp | 13.22%-13.3pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,123 | $3,297-65.9% | $5,151-78.2% | $2,203-49.0% |
| Participant deferral / active EE | $4,152 | $4,667-11.0% | $6,230-33.3% | $3,192+30.1% |
| Admin fee / account holder | $10,394 | $5,881+76.8% | $9,015+15.3% | $4,297+141.9% |