Filed October 18, 2004 (most recent of 3 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 | $221,603 | $198,466+11.7% | $170,442+30.0% | $147,584+50.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.56% | 257.29%-241.7pp | 205.93%-190.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $33,722 | $6,184+445.3% | $5,433+520.7% | $4,876+591.5% |
| Participant deferral / active EE | $22,000 | $5,629+290.8% | $4,939+345.4% | $5,439+304.5% |
| Admin fee / account holder | $1,241 | $16,852-92.6% | $13,880-91.1% | $10,885-88.6% |