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 | $355,646 | $94,529+276.2% | $140,016+154.0% | $64,186+454.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -3.65% | 7.77%-11.4pp | 651.12%-654.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $14,211 | $3,812+272.8% | $5,606+153.5% | $2,381+496.9% |
| Participant deferral / active EE | $12,878 | $5,250+145.3% | $6,927+85.9% | $3,470+271.2% |
| Admin fee / account holder | $14,065 | $6,741+108.6% | $10,705+31.4% | $4,888+187.7% |