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 | $47,756 | $87,841-45.6% | $133,980-64.4% | $62,891-24.1% |
| Participation rate | 85.2% | 83.4%+1.9pp | 87.1%-1.8pp | 69.3%+15.9pp |
| Annual return | 7.59% | 12.05%-4.5pp | 29.30%-21.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,202 | $3,483-65.5% | $5,211-76.9% | $2,281-47.3% |
| Participant deferral / active EE | $4,482 | $4,812-6.9% | $6,282-28.6% | $3,203+39.9% |
| Admin fee / account holder | $5,765 | $5,371+7.3% | $9,324-38.2% | $4,296+34.2% |