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 | $158,567 | $94,529+67.7% | $140,016+13.2% | $64,186+147.0% |
| Participation rate | 97.4% | 84.1%+13.3pp | 87.5%+9.9pp | 69.6%+27.8pp |
| Annual return | -5.63% | 7.77%-13.4pp | 651.12%-656.7pp | 7.63%-13.3pp |
| Employer contribution / active EE | $4,830 | $3,812+26.7% | $5,606-13.8% | $2,381+102.9% |
| Participant deferral / active EE | $3,100 | $5,250-41.0% | $6,927-55.3% | $3,470-10.7% |
| Admin fee / account holder | $1,655 | $6,741-75.5% | $10,705-84.5% | $4,888-66.1% |