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 | $175,526 | $63,764+175.3% | $81,930+114.2% | $79,858+119.8% |
| Participation rate | 84.3% | 67.5%+16.8pp | 72.0%+12.3pp | 69.6%+14.6pp |
| Annual return | 10.25% | 22.66%-12.4pp | 29.49%-19.2pp | 31.71%-21.5pp |
| Employer contribution / active EE | $3,172 | $1,795+76.7% | $4,310-26.4% | $2,471+28.4% |
| Participant deferral / active EE | $4,519 | $2,780+62.5% | $7,107-36.4% | $3,740+20.8% |
| Admin fee / account holder | $10,984 | $4,426+148.2% | $5,158+113.0% | $5,306+107.0% |