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 | $190,890 | $72,404+163.6% | $110,238+73.2% | $64,186+197.4% |
| Participation rate | 96.7% | 73.3%+23.4pp | 79.8%+16.9pp | 69.6%+27.2pp |
| Annual return | -4.48% | -6.29%+1.8pp | 314.74%-319.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $10,247 | $2,282+349.1% | $3,826+167.8% | $2,381+330.4% |
| Participant deferral / active EE | $8,117 | $3,469+134.0% | $4,672+73.7% | $3,470+133.9% |
| Admin fee / account holder | $3,793 | $5,664-33.0% | $8,547-55.6% | $4,888-22.4% |