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 | $33,671 | $62,586-46.2% | $76,768-56.1% | $64,186-47.5% |
| Participation rate | 71.2% | 72.8%-1.7pp | 77.0%-5.8pp | 69.6%+1.6pp |
| Annual return | -6.02% | -1.95%-4.1pp | 2.43%-8.4pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,596 | $1,832-12.9% | $2,485-35.8% | $2,381-32.9% |
| Participant deferral / active EE | $2,714 | $3,145-13.7% | $3,852-29.5% | $3,470-21.8% |
| Admin fee / account holder | $3,494 | $4,667-25.1% | $6,675-47.7% | $4,888-28.5% |