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 | $419,201 | $123,793+238.6% | $177,821+135.7% | $79,858+424.9% |
| Participation rate | 92.9% | 84.7%+8.2pp | 87.7%+5.1pp | 69.6%+23.2pp |
| Annual return | 17.57% | 22.82%-5.2pp | 48.32%-30.8pp | 31.71%-14.1pp |
| Employer contribution / active EE | $6,991 | $4,095+70.7% | $5,918+18.1% | $2,471+183.0% |
| Participant deferral / active EE | $18,157 | $5,956+204.8% | $7,714+135.4% | $3,740+385.5% |
| Admin fee / account holder | $10,939 | $7,243+51.0% | $12,427-12.0% | $5,306+106.2% |