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 | $552,320 | $148,978+270.7% | $200,582+175.4% | $84,808+551.3% |
| Participation rate | 89.3% | 84.2%+5.1pp | 86.9%+2.4pp | 68.3%+21.0pp |
| Annual return | 14.94% | 28.16%-13.2pp | 42.33%-27.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $9,297 | $4,815+93.1% | $6,419+44.8% | $2,631+253.4% |
| Participant deferral / active EE | $17,056 | $7,142+138.8% | $9,331+82.8% | $4,212+305.0% |
| Admin fee / account holder | $29,823 | $13,977+113.4% | $16,305+82.9% | $7,344+306.1% |