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 | $420,842 | $162,781+158.5% | $133,956+214.2% | $158,922+164.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.40% | 41.94%-21.5pp | 45.09%-24.7pp | 302.83%-282.4pp |
| Employer contribution / active EE | $10,060 | $4,975+102.2% | $3,919+156.7% | $4,761+111.3% |
| Participant deferral / active EE | $7,546 | $5,911+27.7% | $5,048+49.5% | $5,982+26.1% |
| Admin fee / account holder | $720 | $11,736-93.9% | $8,927-91.9% | $11,246-93.6% |