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 | $92,966 | $45,035+106.4% | $62,995+47.6% | $70,131+32.6% |
| Participation rate | 86.6% | 69.5%+17.0pp | 74.8%+11.8pp | 69.5%+17.0pp |
| Annual return | 14.52% | 18.76%-4.2pp | 87.57%-73.0pp | 73.14%-58.6pp |
| Employer contribution / active EE | $4,193 | $2,051+104.4% | $2,759+52.0% | $2,342+79.0% |
| Participant deferral / active EE | $3,670 | $2,465+48.9% | $3,329+10.2% | $3,332+10.1% |
| Admin fee / account holder | $12,309 | $2,834+334.3% | $3,600+241.9% | $4,645+165.0% |