Filed May 5, 2005
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,830 | $58,655+112.8% | $91,989+35.7% | $65,185+91.5% |
| Participation rate | 99.5% | 75.3%+24.3pp | 78.6%+20.9pp | 70.2%+29.3pp |
| Annual return | 22.62% | 33.92%-11.3pp | 69.02%-46.4pp | 29.38%-6.8pp |
| Employer contribution / active EE | $4,641 | $2,080+123.1% | $3,452+34.5% | $2,177+113.2% |
| Participant deferral / active EE | $6,074 | $5,474+11.0% | $5,923+2.6% | $3,514+72.9% |
| Admin fee / account holder | $524 | $434+20.6% | $7,743-93.2% | $847-38.2% |