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 | $631,538 | $81,446+675.4% | $103,374+510.9% | $80,874+680.9% |
| Participation rate | 95.6% | 66.9%+28.7pp | 74.5%+21.0pp | 67.6%+27.9pp |
| Annual return | 17.98% | 25.57%-7.6pp | 24.89%-6.9pp | 35.62%-17.6pp |
| Employer contribution / active EE | $4,848 | $3,107+56.0% | $3,869+25.3% | $2,756+75.9% |
| Participant deferral / active EE | $14,583 | $3,870+276.8% | $5,058+188.3% | $4,297+239.4% |
| Admin fee / account holder | $14,929 | $6,715+122.3% | $8,394+77.9% | $6,935+115.3% |