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 | $134,967 | $125,758+7.3% | $169,993-20.6% | $75,163+79.6% |
| Participation rate | 92.5% | 83.6%+8.9pp | 87.0%+5.5pp | 67.2%+25.3pp |
| Annual return | 19.87% | 27.20%-7.3pp | 53.37%-33.5pp | 160.62%-140.7pp |
| Employer contribution / active EE | $5,393 | $4,615+16.9% | $6,785-20.5% | $2,670+102.0% |
| Participant deferral / active EE | $6,032 | $6,837-11.8% | $10,408-42.0% | $4,125+46.2% |
| Admin fee / account holder | $9,103 | $8,173+11.4% | $12,815-29.0% | $5,651+61.1% |