Filed December 10, 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 | $230,452 | $113,935+102.3% | $94,224+144.6% | $125,391+83.8% |
| Participation rate | 95.8% | 82.9%+12.9pp | 78.8%+17.1pp | 83.2%+12.6pp |
| Annual return | 1.11% | 5.29%-4.2pp | 10.68%-9.6pp | 282.22%-281.1pp |
| Employer contribution / active EE | $10,494 | $4,727+122.0% | $3,587+192.6% | $4,866+115.7% |
| Participant deferral / active EE | $6,971 | $5,179+34.6% | $4,320+61.4% | $5,352+30.3% |
| Admin fee / account holder | $1,715 | $8,391-79.6% | $6,269-72.6% | $9,540-82.0% |