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 | $78,376 | $94,529-17.1% | $140,016-44.0% | $64,186+22.1% |
| Participation rate | 95.7% | 84.1%+11.6pp | 87.5%+8.2pp | 69.6%+26.1pp |
| Annual return | -2.80% | 7.77%-10.6pp | 651.12%-653.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $5,435 | $3,812+42.5% | $5,606-3.1% | $2,381+128.3% |
| Participant deferral / active EE | $4,693 | $5,250-10.6% | $6,927-32.3% | $3,470+35.3% |
| Admin fee / account holder | $32,273 | $6,741+378.8% | $10,705+201.5% | $4,888+560.2% |