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 | $196,238 | $110,094+78.2% | $151,611+29.4% | $68,494+186.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.13% | -10.12%-8.0pp | 3.33%-21.5pp | -7.84%-10.3pp |
| Employer contribution / active EE | $5,679 | $4,471+27.0% | $6,166-7.9% | $2,596+118.8% |
| Participant deferral / active EE | $3,052 | $6,527-53.2% | $8,363-63.5% | $4,027-24.2% |
| Admin fee / account holder | $26,951 | $7,719+249.2% | $11,616+132.0% | $5,403+398.8% |