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 | $381,021 | $110,094+246.1% | $151,611+151.3% | $68,494+456.3% |
| Participation rate | 93.1% | 84.0%+9.1pp | 87.5%+5.6pp | 67.9%+25.2pp |
| Annual return | -16.53% | -10.12%-6.4pp | 3.33%-19.9pp | -7.84%-8.7pp |
| Employer contribution / active EE | $6,640 | $4,471+48.5% | $6,166+7.7% | $2,596+155.7% |
| Participant deferral / active EE | $16,991 | $6,527+160.3% | $8,363+103.2% | $4,027+321.9% |
| Admin fee / account holder | $12,756 | $7,719+65.3% | $11,616+9.8% | $5,403+136.1% |