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 | $199,131 | $70,669+181.8% | $169,368+17.6% | $75,163+164.9% |
| Participation rate | 79.4% | 64.8%+14.6pp | 77.1%+2.2pp | 67.2%+12.2pp |
| Annual return | 19.38% | 36.36%-17.0pp | 405.60%-386.2pp | 160.62%-141.2pp |
| Employer contribution / active EE | $16,155 | $2,211+630.8% | $4,013+302.6% | $2,670+505.1% |
| Participant deferral / active EE | $13,864 | $4,311+221.6% | $6,221+122.8% | $4,125+236.1% |
| Admin fee / account holder | $15,208 | $5,402+181.5% | $9,003+68.9% | $5,651+169.1% |