Filed December 10, 2004 (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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,365 | $135,635+115.6% | $110,238+165.2% | $135,375+116.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -0.65% | 513.19%-513.8pp | 314.74%-315.4pp | 519.73%-520.4pp |
| Employer contribution / active EE | $12,713 | $4,906+159.1% | $3,826+232.2% | $4,779+166.0% |
| Participant deferral / active EE | $7,795 | $5,506+41.6% | $4,672+66.8% | $5,609+39.0% |
| Admin fee / account holder | $46,951 | $11,457+309.8% | $8,547+449.3% | $10,827+333.6% |