Filed October 18, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $323,469 | $87,841+268.2% | $133,980+141.4% | $62,891+414.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 6.14% | 12.05%-5.9pp | 29.30%-23.2pp | 20.14%-14.0pp |
| Employer contribution / active EE | $12,327 | $3,483+253.9% | $5,211+136.5% | $2,281+440.4% |
| Participant deferral / active EE | $10,981 | $4,812+128.2% | $6,282+74.8% | $3,203+242.8% |
| Admin fee / account holder | $2,223 | $5,371-58.6% | $9,324-76.2% | $4,296-48.3% |