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 | $285,030 | $87,841+224.5% | $133,980+112.7% | $62,891+353.2% |
| Participation rate | 96.7% | 83.4%+13.3pp | 87.1%+9.6pp | 69.3%+27.4pp |
| Annual return | 6.97% | 12.05%-5.1pp | 29.30%-22.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $6,603 | $3,483+89.6% | $5,211+26.7% | $2,281+189.5% |
| Participant deferral / active EE | $15,195 | $4,812+215.8% | $6,282+141.9% | $3,203+374.4% |
| Admin fee / account holder | $21,359 | $5,371+297.7% | $9,324+129.1% | $4,296+397.2% |