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 | $71,775 | $49,173+46.0% | $121,098-40.7% | $75,163-4.5% |
| Participation rate | 70.4% | 55.4%+15.0pp | 69.5%+0.9pp | 67.2%+3.2pp |
| Annual return | 17.12% | 55.99%-38.9pp | 985.75%-968.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $434 | $1,546-71.9% | $4,164-89.6% | $2,670-83.7% |
| Participant deferral / active EE | $4,812 | $2,628+83.1% | $4,080+17.9% | $4,125+16.6% |
| Admin fee / account holder | $7,511 | $3,942+90.6% | $5,644+33.1% | $5,651+32.9% |