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 | $295,222 | $94,529+212.3% | $140,016+110.8% | $64,186+360.0% |
| Participation rate | 96.4% | 84.1%+12.3pp | 87.5%+8.9pp | 69.6%+26.9pp |
| Annual return | -3.07% | 7.77%-10.8pp | 651.12%-654.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $7,216 | $3,812+89.3% | $5,606+28.7% | $2,381+203.1% |
| Participant deferral / active EE | $18,069 | $5,250+244.2% | $6,927+160.8% | $3,470+420.8% |
| Admin fee / account holder | $81,180 | $6,741+1104.3% | $10,705+658.3% | $4,888+1560.8% |