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 | $246,686 | $138,347+78.3% | $184,203+33.9% | $80,856+205.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 16.12% | 20.02%-3.9pp | 28.81%-12.7pp | 35.59%-19.5pp |
| Employer contribution / active EE | $5,534 | $4,850+14.1% | $6,427-13.9% | $2,755+100.9% |
| Participant deferral / active EE | $3,237 | $7,071-54.2% | $9,131-64.5% | $4,296-24.6% |
| Admin fee / account holder | $2,132 | $10,483-79.7% | $13,901-84.7% | $6,918-69.2% |