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 | $149,852 | $209,832-28.6% | $189,513-20.9% | $167,490-10.5% |
| Participation rate | 85.0% | 88.7%-3.7pp | 87.8%-2.8pp | 82.1%+2.9pp |
| Annual return | 10.23% | 748.27%-738.0pp | 555.15%-544.9pp | 478.56%-468.3pp |
| Employer contribution / active EE | $2,636 | $6,914-61.9% | $6,162-57.2% | $4,837-45.5% |
| Participant deferral / active EE | $4,373 | $8,935-51.1% | $8,221-46.8% | $6,341-31.0% |
| Admin fee / account holder | $3,131 | $14,293-78.1% | $12,045-74.0% | $12,309-74.6% |