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 | $204,630 | $58,208+251.6% | $81,812+150.1% | $80,856+153.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 21.61% | 41.66%-20.1pp | 773.79%-752.2pp | 35.59%-14.0pp |
| Employer contribution / active EE | $7,214 | $2,340+208.3% | $2,912+147.7% | $2,755+161.9% |
| Participant deferral / active EE | $19,209 | $3,281+485.5% | $4,319+344.8% | $4,296+347.2% |
| Admin fee / account holder | $17,061 | $4,981+242.5% | $7,386+131.0% | $6,918+146.6% |