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 | $422,223 | $176,812+138.8% | $146,665+187.9% | $167,490+152.1% |
| Participation rate | 95.5% | 83.6%+11.8pp | 80.1%+15.4pp | 82.1%+13.3pp |
| Annual return | 12.87% | 24.03%-11.2pp | 22.74%-9.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $11,271 | $5,160+118.4% | $4,136+172.5% | $4,837+133.0% |
| Participant deferral / active EE | $7,079 | $6,440+9.9% | $5,506+28.6% | $6,341+11.6% |
| Admin fee / account holder | $33,480 | $13,259+152.5% | $10,280+225.7% | $12,309+172.0% |