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 | $113,253 | $123,793-8.5% | $177,821-36.3% | $79,858+41.8% |
| Participation rate | 97.4% | 84.7%+12.7pp | 87.7%+9.6pp | 69.6%+27.7pp |
| Annual return | 16.47% | 22.82%-6.4pp | 48.32%-31.9pp | 31.71%-15.2pp |
| Employer contribution / active EE | $6,079 | $4,095+48.4% | $5,918+2.7% | $2,471+146.0% |
| Participant deferral / active EE | $5,881 | $5,956-1.3% | $7,714-23.8% | $3,740+57.3% |
| Admin fee / account holder | $6,932 | $7,243-4.3% | $12,427-44.2% | $5,306+30.6% |