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 | $159,427 | $54,229+194.0% | $70,092+127.5% | $68,494+132.8% |
| Participation rate | 77.4% | 64.5%+12.9pp | 70.5%+6.9pp | 67.9%+9.5pp |
| Annual return | -12.53% | -13.87%+1.3pp | 190.73%-203.3pp | -7.84%-4.7pp |
| Employer contribution / active EE | $3,800 | $2,018+88.3% | $2,559+48.5% | $2,596+46.4% |
| Participant deferral / active EE | $5,527 | $2,956+87.0% | $3,849+43.6% | $4,027+37.3% |
| Admin fee / account holder | $30,355 | $4,694+546.6% | $6,267+384.4% | $5,403+461.8% |