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 | $59,502 | $100,041-40.5% | $149,718-60.3% | $70,131-15.2% |
| Participation rate | 83.9% | 83.6%+0.3pp | 87.1%-3.2pp | 69.5%+14.3pp |
| Annual return | 19.32% | 27.43%-8.1pp | 1501.63%-1482.3pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,121 | $3,662-69.4% | $5,445-79.4% | $2,342-52.2% |
| Participant deferral / active EE | $4,433 | $4,983-11.0% | $6,569-32.5% | $3,332+33.1% |
| Admin fee / account holder | $1,457 | $8,286-82.4% | $11,283-87.1% | $4,645-68.6% |