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 | $473,040 | $209,411+125.9% | $178,490+165.0% | $158,922+197.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.91% | 188.75%-170.8pp | 151.07%-133.2pp | 302.83%-284.9pp |
| Employer contribution / active EE | $6,723 | $5,706+17.8% | $5,011+34.2% | $4,761+41.2% |
| Participant deferral / active EE | $4,839 | $5,954-18.7% | $5,202-7.0% | $5,982-19.1% |
| Admin fee / account holder | $5,961 | $17,074-65.1% | $13,984-57.4% | $11,246-47.0% |