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 | $91,503 | $123,793-26.1% | $177,821-48.5% | $79,858+14.6% |
| Participation rate | 88.3% | 84.7%+3.7pp | 87.7%+0.6pp | 69.6%+18.7pp |
| Annual return | 15.87% | 22.82%-6.9pp | 48.32%-32.4pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,566 | $4,095-37.3% | $5,918-56.6% | $2,471+3.9% |
| Participant deferral / active EE | $6,295 | $5,956+5.7% | $7,714-18.4% | $3,740+68.3% |
| Admin fee / account holder | $5,162 | $7,243-28.7% | $12,427-58.5% | $5,306-2.7% |