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 | $322,762 | $91,538+252.6% | $129,995+148.3% | $75,163+329.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 24.39% | -631.11%+655.5pp | -137.18%+161.6pp | 160.62%-136.2pp |
| Employer contribution / active EE | $8,939 | $2,845+214.2% | $4,320+106.9% | $2,670+234.8% |
| Participant deferral / active EE | $7,847 | $4,341+80.8% | $5,820+34.8% | $4,125+90.2% |
| Admin fee / account holder | $6,371 | $6,790-6.2% | $10,614-40.0% | $5,651+12.7% |