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 | $190,373 | $69,515+173.9% | $86,874+119.1% | $85,850+121.8% |
| Participation rate | 83.1% | 66.3%+16.8pp | 71.6%+11.5pp | 69.3%+13.8pp |
| Annual return | 13.54% | 20.12%-6.6pp | 63.52%-50.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $3,290 | $1,880+74.9% | $2,495+31.8% | $2,565+28.2% |
| Participant deferral / active EE | $4,836 | $2,919+65.7% | $3,699+30.7% | $3,952+22.4% |
| Admin fee / account holder | $12,518 | $5,972+109.6% | $5,828+114.8% | $6,260+100.0% |