Filed January 4, 2005 (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.
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 | $162,501 | $65,703+147.3% | $94,224+72.5% | $59,632+172.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 2.46% | 5.22%-2.8pp | 10.68%-8.2pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $10,156 | $2,021+402.6% | $3,587+183.2% | $2,203+361.1% |
| Participant deferral / active EE | $8,788 | $3,143+179.6% | $4,320+103.4% | $3,192+175.4% |
| Admin fee / account holder | $7,715 | $4,264+80.9% | $6,269+23.1% | $4,297+79.5% |