Filed February 26, 2005 (most recent of 3 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 | $140,089 | $54,350+157.8% | $82,719+69.4% | $68,494+104.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.21% | -13.67%-4.5pp | 701.18%-719.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $7,045 | $2,218+217.6% | $3,009+134.1% | $2,596+171.3% |
| Participant deferral / active EE | $18,921 | $3,246+482.9% | $4,395+330.5% | $4,027+369.8% |
| Admin fee / account holder | $6,037 | $4,395+37.3% | $5,329+13.3% | $5,403+11.7% |