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 | $159,350 | $185,822-14.2% | $169,993-6.3% | $139,434+14.3% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 17.79% | 60.50%-42.7pp | 53.37%-35.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $2,510 | $7,590-66.9% | $6,785-63.0% | $4,751-47.2% |
| Participant deferral / active EE | $3,028 | $11,622-74.0% | $10,408-70.9% | $6,710-54.9% |
| Admin fee / account holder | $3,860 | $15,381-74.9% | $12,815-69.9% | $11,403-66.1% |