Filed June 24, 2005 (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 | $147,776 | $92,703+59.4% | $82,719+78.6% | $134,475+9.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.65% | 944.92%-963.6pp | 701.18%-719.8pp | 417.96%-436.6pp |
| Employer contribution / active EE | $8,020 | $3,274+145.0% | $3,009+166.5% | $4,740+69.2% |
| Participant deferral / active EE | $12,621 | $4,802+162.8% | $4,395+187.2% | $6,400+97.2% |
| Admin fee / account holder | $6,229 | $5,983+4.1% | $5,329+16.9% | $11,426-45.5% |