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 | $89,600 | $65,409+37.0% | $98,442-9.0% | $85,850+4.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 16.14% | 21.76%-5.6pp | 1492.73%-1476.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $4,041 | $2,168+86.4% | $2,960+36.5% | $2,565+57.5% |
| Participant deferral / active EE | $3,486 | $3,166+10.1% | $4,276-18.5% | $3,952-11.8% |
| Admin fee / account holder | $4,853 | $4,593+5.7% | $5,949-18.4% | $6,260-22.5% |