Filed December 30, 2004 (most recent of 3 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 | $73,129 | $110,094-33.6% | $151,611-51.8% | $68,494+6.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -11.52% | -10.12%-1.4pp | 3.33%-14.8pp | -7.84%-3.7pp |
| Employer contribution / active EE | $2,445 | $4,471-45.3% | $6,166-60.3% | $2,596-5.8% |
| Participant deferral / active EE | $3,243 | $6,527-50.3% | $8,363-61.2% | $4,027-19.5% |
| Admin fee / account holder | $777 | $7,719-89.9% | $11,616-93.3% | $5,403-85.6% |