Filed November 30, 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 | $169,388 | $94,529+79.2% | $140,016+21.0% | $64,186+163.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -1.37% | 7.77%-9.1pp | 651.12%-652.5pp | 7.63%-9.0pp |
| Employer contribution / active EE | $9,697 | $3,812+154.4% | $5,606+73.0% | $2,381+307.3% |
| Participant deferral / active EE | $1,236 | $5,250-76.5% | $6,927-82.2% | $3,470-64.4% |
| Admin fee / account holder | $9,710 | $6,741+44.0% | $10,705-9.3% | $4,888+98.6% |