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 | $352,541 | $152,587+131.0% | $125,175+181.6% | $152,861+130.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.58% | 54.84%-35.3pp | 43.79%-24.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $9,741 | $4,946+96.9% | $3,865+152.0% | $4,762+104.5% |
| Participant deferral / active EE | $6,487 | $5,868+10.5% | $4,937+31.4% | $5,850+10.9% |
| Admin fee / account holder | $10,950 | $13,434-18.5% | $9,702+12.9% | $11,596-5.6% |