Filed November 22, 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 | $81,762 | $129,942-37.1% | $104,294-21.6% | $134,475-39.2% |
| Participation rate | 90.9% | 79.5%+11.4pp | 73.3%+17.6pp | 81.2%+9.7pp |
| Annual return | -9.96% | 42.03%-52.0pp | 24.61%-34.6pp | 417.96%-427.9pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $3,372-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,698 | $5,588-15.9% | $4,625+1.6% | $6,400-26.6% |
| Admin fee / account holder | $974 | $9,323-89.5% | $7,339-86.7% | $11,426-91.5% |