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 | $89,047 | $109,359-18.6% | $162,163-45.1% | $72,985+22.0% |
| Participation rate | 96.1% | 84.3%+11.9pp | 87.6%+8.5pp | 69.5%+26.6pp |
| Annual return | 21.54% | 25.46%-3.9pp | 115.59%-94.1pp | 81.00%-59.5pp |
| Employer contribution / active EE | $5,226 | $3,907+33.7% | $5,614-6.9% | $2,440+114.2% |
| Participant deferral / active EE | $4,806 | $5,481-12.3% | $7,298-34.2% | $3,607+33.2% |
| Admin fee / account holder | $10,180 | $7,972+27.7% | $10,843-6.1% | $5,124+98.7% |