Filed October 19, 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 | $119,173 | $56,054+112.6% | $171,082-30.3% | $62,891+89.5% |
| Participation rate | 97.7% | 62.9%+34.9pp | 76.7%+21.0pp | 69.3%+28.4pp |
| Annual return | 7.29% | 22.52%-15.2pp | 32.56%-25.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $11,916 | $1,731+588.4% | $4,002+197.8% | $2,281+422.4% |
| Participant deferral / active EE | $11,208 | $3,158+254.9% | $4,797+133.6% | $3,203+249.9% |
| Admin fee / account holder | $5,274 | $3,647+44.6% | $8,520-38.1% | $4,296+22.8% |