Filed October 18, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,304 | $160,055-66.7% | $140,016-61.9% | $135,375-60.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.84% | 911.38%-913.2pp | 651.12%-653.0pp | 519.73%-521.6pp |
| Employer contribution / active EE | $3,154 | $6,420-50.9% | $5,606-43.7% | $4,779-34.0% |
| Participant deferral / active EE | $2,374 | $7,642-68.9% | $6,927-65.7% | $5,609-57.7% |
| Admin fee / account holder | $69,351 | $13,328+420.3% | $10,705+547.8% | $10,827+540.5% |