Filed January 28, 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 | $653,524 | $89,753+628.1% | $107,525+507.8% | $84,808+670.6% |
| Participation rate | 86.3% | 68.1%+18.2pp | 75.1%+11.2pp | 68.3%+18.0pp |
| Annual return | 14.39% | 29.48%-15.1pp | 181.32%-166.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $21,449 | $3,113+588.9% | $3,754+471.4% | $2,631+715.3% |
| Participant deferral / active EE | $13,518 | $4,056+233.3% | $5,116+164.2% | $4,212+221.0% |
| Admin fee / account holder | $77,135 | $7,222+968.0% | $8,919+764.9% | $7,344+950.4% |