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 | $359,403 | $100,041+259.3% | $149,718+140.1% | $70,131+412.5% |
| Participation rate | 96.4% | 83.6%+12.8pp | 87.1%+9.4pp | 69.5%+26.9pp |
| Annual return | 15.14% | 27.43%-12.3pp | 1501.63%-1486.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $7,253 | $3,662+98.1% | $5,445+33.2% | $2,342+209.6% |
| Participant deferral / active EE | $18,447 | $4,983+270.2% | $6,569+180.8% | $3,332+453.7% |
| Admin fee / account holder | $4,080 | $8,286-50.8% | $11,283-63.8% | $4,645-12.2% |