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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,437 | $142,344+112.5% | $119,609+152.9% | $134,475+124.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.32% | -12.44%-7.9pp | -14.97%-5.3pp | 417.96%-438.3pp |
| Employer contribution / active EE | $10,350 | $5,222+98.2% | $4,232+144.6% | $4,740+118.4% |
| Participant deferral / active EE | $6,879 | $6,469+6.3% | $5,602+22.8% | $6,400+7.5% |
| Admin fee / account holder | $4,579 | $13,584-66.3% | $10,323-55.6% | $11,426-59.9% |