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 | $182,438 | $92,703+96.8% | $82,719+120.6% | $134,475+35.7% |
| Participation rate | 94.1% | 75.2%+18.9pp | 72.6%+21.6pp | 81.2%+12.9pp |
| Annual return | -5.09% | 944.92%-950.0pp | 701.18%-706.3pp | 417.96%-423.1pp |
| Employer contribution / active EE | $5,294 | $3,274+61.7% | $3,009+75.9% | $4,740+11.7% |
| Participant deferral / active EE | $825 | $4,802-82.8% | $4,395-81.2% | $6,400-87.1% |
| Admin fee / account holder | $13,053 | $5,983+118.2% | $5,329+145.0% | $11,426+14.2% |