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 | $124,019 | $110,094+12.6% | $151,611-18.2% | $68,494+81.1% |
| Participation rate | 82.1% | 84.0%-1.8pp | 87.5%-5.4pp | 67.9%+14.3pp |
| Annual return | -10.45% | -10.12%-0.3pp | 3.33%-13.8pp | -7.84%-2.6pp |
| Employer contribution / active EE | $2,315 | $4,471-48.2% | $6,166-62.5% | $2,596-10.8% |
| Participant deferral / active EE | $3,992 | $6,527-38.8% | $8,363-52.3% | $4,027-0.9% |
| Admin fee / account holder | $10,423 | $7,719+35.0% | $11,616-10.3% | $5,403+92.9% |