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 | $82,932 | $110,094-24.7% | $151,611-45.3% | $68,494+21.1% |
| Participation rate | 88.5% | 84.0%+4.5pp | 87.5%+1.0pp | 67.9%+20.6pp |
| Annual return | -16.51% | -10.12%-6.4pp | 3.33%-19.8pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,007 | $4,471-32.7% | $6,166-51.2% | $2,596+15.8% |
| Participant deferral / active EE | $7,576 | $6,527+16.1% | $8,363-9.4% | $4,027+88.1% |
| Admin fee / account holder | $21,246 | $7,719+175.3% | $11,616+82.9% | $5,403+293.2% |