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 | $73,410 | $53,777+36.5% | $134,143-45.3% | $79,858-8.1% |
| Participation rate | 71.7% | 58.8%+12.9pp | 72.2%-0.5pp | 69.6%+2.0pp |
| Annual return | 15.94% | 19.01%-3.1pp | 36.33%-20.4pp | 31.71%-15.8pp |
| Employer contribution / active EE | $415 | $1,321-68.6% | $3,704-88.8% | $2,471-83.2% |
| Participant deferral / active EE | $4,280 | $2,420+76.8% | $3,499+22.3% | $3,740+14.4% |
| Admin fee / account holder | $2,345 | $3,984-41.1% | $6,684-64.9% | $5,306-55.8% |