Filed November 11, 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 | $60,575 | $48,570+24.7% | $130,648-53.6% | $72,985-17.0% |
| Participation rate | 72.6% | 58.6%+14.0pp | 71.7%+0.8pp | 69.5%+3.1pp |
| Annual return | 26.38% | 38.63%-12.2pp | 1708.96%-1682.6pp | 81.00%-54.6pp |
| Employer contribution / active EE | $446 | $1,334-66.5% | $4,092-89.1% | $2,440-81.7% |
| Participant deferral / active EE | $4,478 | $2,384+87.9% | $3,603+24.3% | $3,607+24.1% |
| Admin fee / account holder | $3,413 | $3,549-3.8% | $5,464-37.5% | $5,124-33.4% |