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 | $86,619 | $40,256+115.2% | $57,343+51.1% | $59,632+45.3% |
| Participation rate | 96.7% | 69.2%+27.5pp | 75.1%+21.6pp | 68.7%+28.0pp |
| Annual return | 0.13% | 27.49%-27.4pp | 24.39%-24.3pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $5,037 | $1,922+162.1% | $2,689+87.4% | $2,203+128.7% |
| Participant deferral / active EE | $4,847 | $2,399+102.0% | $3,162+53.3% | $3,192+51.9% |
| Admin fee / account holder | $4,964 | $2,818+76.2% | $3,356+47.9% | $4,297+15.5% |