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 | $359,549 | $109,359+228.8% | $162,163+121.7% | $72,985+392.6% |
| Participation rate | 96.3% | 84.3%+12.0pp | 87.6%+8.7pp | 69.5%+26.8pp |
| Annual return | 20.67% | 25.46%-4.8pp | 115.59%-94.9pp | 81.00%-60.3pp |
| Employer contribution / active EE | $7,411 | $3,907+89.7% | $5,614+32.0% | $2,440+203.7% |
| Participant deferral / active EE | $18,830 | $5,481+243.6% | $7,298+158.0% | $3,607+422.0% |
| Admin fee / account holder | $25,483 | $7,972+219.7% | $10,843+135.0% | $5,124+397.3% |