Filed December 20, 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 | $70,803 | $87,841-19.4% | $133,980-47.2% | $62,891+12.6% |
| Participation rate | 81.8% | 83.4%-1.6pp | 87.1%-5.2pp | 69.3%+12.5pp |
| Annual return | 5.85% | 12.05%-6.2pp | 29.30%-23.5pp | 20.14%-14.3pp |
| Employer contribution / active EE | $2,089 | $3,483-40.0% | $5,211-59.9% | $2,281-8.4% |
| Participant deferral / active EE | $2,365 | $4,812-50.9% | $6,282-62.4% | $3,203-26.2% |
| Admin fee / account holder | $5,094 | $5,371-5.2% | $9,324-45.4% | $4,296+18.6% |