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 | $126,145 | $167,484-24.7% | $151,611-16.8% | $134,475-6.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -16.62% | 7.80%-24.4pp | 3.33%-20.0pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,449 | $6,829-49.5% | $6,166-44.1% | $4,740-27.2% |
| Participant deferral / active EE | $5,500 | $8,986-38.8% | $8,363-34.2% | $6,400-14.1% |
| Admin fee / account holder | $20,785 | $13,783+50.8% | $11,616+78.9% | $11,426+81.9% |