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 | $74,848 | $109,359-31.6% | $162,163-53.8% | $72,985+2.6% |
| Participation rate | 87.1% | 84.3%+2.8pp | 87.6%-0.5pp | 69.5%+17.6pp |
| Annual return | 21.58% | 25.46%-3.9pp | 115.59%-94.0pp | 81.00%-59.4pp |
| Employer contribution / active EE | $2,291 | $3,907-41.4% | $5,614-59.2% | $2,440-6.1% |
| Participant deferral / active EE | $5,350 | $5,481-2.4% | $7,298-26.7% | $3,607+48.3% |
| Admin fee / account holder | $3,798 | $7,972-52.4% | $10,843-65.0% | $5,124-25.9% |