Filed October 18, 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 | $410,101 | $54,350+654.6% | $82,719+395.8% | $68,494+498.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -19.08% | -13.67%-5.4pp | 701.18%-720.3pp | -7.84%-11.2pp |
| Employer contribution / active EE | $18,385 | $2,218+728.9% | $3,009+511.0% | $2,596+608.1% |
| Participant deferral / active EE | $15,378 | $3,246+373.8% | $4,395+249.9% | $4,027+281.9% |
| Admin fee / account holder | $26,552 | $4,395+504.1% | $5,329+398.3% | $5,403+391.5% |