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 | $542,318 | $58,208+831.7% | $81,812+562.9% | $80,856+570.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 17.35% | 41.66%-24.3pp | 773.79%-756.4pp | 35.59%-18.2pp |
| Employer contribution / active EE | $18,787 | $2,340+702.9% | $2,912+545.1% | $2,755+581.9% |
| Participant deferral / active EE | $15,415 | $3,281+369.9% | $4,319+257.0% | $4,296+258.9% |
| Admin fee / account holder | $25,355 | $4,981+409.0% | $7,386+243.3% | $6,918+266.5% |