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 | $450,690 | $137,414+228.0% | $189,513+137.8% | $85,850+425.0% |
| Participation rate | 96.3% | 84.6%+11.7pp | 87.8%+8.5pp | 69.3%+27.0pp |
| Annual return | 13.22% | 38.14%-24.9pp | 555.15%-541.9pp | 318.53%-305.3pp |
| Employer contribution / active EE | $7,159 | $4,344+64.8% | $6,162+16.2% | $2,565+179.1% |
| Participant deferral / active EE | $17,969 | $6,260+187.1% | $8,221+118.6% | $3,952+354.7% |
| Admin fee / account holder | $29,174 | $8,630+238.1% | $12,045+142.2% | $6,260+366.1% |