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 | $131,259 | $62,672+109.4% | $185,117-29.1% | $70,131+87.2% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 18.83% | 40.79%-22.0pp | 40.50%-21.7pp | 73.14%-54.3pp |
| Employer contribution / active EE | $5,403 | $1,753+208.2% | $4,182+29.2% | $2,342+130.7% |
| Participant deferral / active EE | $9,629 | $3,272+194.3% | $5,045+90.9% | $3,332+189.0% |
| Admin fee / account holder | $19,185 | $3,932+388.0% | $8,159+135.1% | $4,645+313.0% |