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 | $136,845 | $65,395+109.3% | $182,532-25.0% | $72,985+87.5% |
| Participation rate | 87.0% | 65.4%+21.5pp | 78.0%+9.0pp | 69.5%+17.5pp |
| Annual return | 22.96% | 27.68%-4.7pp | 148.54%-125.6pp | 81.00%-58.0pp |
| Employer contribution / active EE | $11,062 | $1,911+478.8% | $4,076+171.4% | $2,440+353.4% |
| Participant deferral / active EE | $9,001 | $3,563+152.6% | $5,524+62.9% | $3,607+149.5% |
| Admin fee / account holder | $9,533 | $4,245+124.6% | $8,592+10.9% | $5,124+86.0% |