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 | $77,982 | $140,588-44.5% | $123,104-36.7% | $125,391-37.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.94% | 16.80%-17.7pp | 13.22%-14.2pp | 282.22%-283.2pp |
| Employer contribution / active EE | $8,494 | $6,041+40.6% | $5,151+64.9% | $4,866+74.6% |
| Participant deferral / active EE | $7,751 | $6,980+11.0% | $6,230+24.4% | $5,352+44.8% |
| Admin fee / account holder | $7,060 | $11,198-36.9% | $9,015-21.7% | $9,540-26.0% |