Filed October 19, 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 | $369,022 | $202,318+82.4% | $172,739+113.6% | $152,861+141.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.31% | 1029.65%-1001.3pp | 802.84%-774.5pp | 345.32%-317.0pp |
| Employer contribution / active EE | $9,778 | $5,856+67.0% | $5,143+90.1% | $4,762+105.3% |
| Participant deferral / active EE | $4,596 | $5,948-22.7% | $5,198-11.6% | $5,850-21.4% |
| Admin fee / account holder | $1,591 | $17,109-90.7% | $13,954-88.6% | $11,596-86.3% |