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 | $396,598 | $101,724+289.9% | $164,813+140.6% | $80,856+390.5% |
| Participation rate | 89.3% | 71.8%+17.5pp | 78.6%+10.7pp | 67.6%+21.6pp |
| Annual return | 20.91% | 16.72%+4.2pp | 69.93%-49.0pp | 35.59%-14.7pp |
| Employer contribution / active EE | $8,939 | $2,953+202.6% | $4,341+105.9% | $2,755+224.5% |
| Participant deferral / active EE | $7,712 | $4,477+72.2% | $6,031+27.9% | $4,296+79.5% |
| Admin fee / account holder | $7,669 | $8,227-6.8% | $12,690-39.6% | $6,918+10.9% |