Filed October 28, 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 | $145,599 | $79,523+83.1% | $140,016+4.0% | $56,287+158.7% |
| Participation rate | 99.0% | 85.7%+13.3pp | 87.5%+11.5pp | 69.9%+29.2pp |
| Annual return | -3.78% | 2.39%-6.2pp | 651.12%-654.9pp | -9.96%+6.2pp |
| Employer contribution / active EE | $2,049 | $3,350-38.8% | $5,606-63.4% | $2,111-2.9% |
| Participant deferral / active EE | $6,504 | $5,129+26.8% | $6,927-6.1% | $3,350+94.2% |
| Admin fee / account holder | $6,874 | $614+1019.1% | $10,705-35.8% | $521+1219.6% |