Filed October 18, 2004 (most recent of 2 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 | $83,624 | $201,272-58.5% | $184,203-54.6% | $145,922-42.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.26% | 29.00%-18.7pp | 28.81%-18.6pp | 561.29%-551.0pp |
| Employer contribution / active EE | $5,636 | $7,022-19.7% | $6,427-12.3% | $4,660+21.0% |
| Participant deferral / active EE | $3,423 | $9,806-65.1% | $9,131-62.5% | $6,688-48.8% |
| Admin fee / account holder | $774 | $16,364-95.3% | $13,901-94.4% | $13,397-94.2% |