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 | $275,498 | $99,341+177.3% | $84,750+225.1% | $273,961+0.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 18.97% | 22.93%-4.0pp | 22.78%-3.8pp | 41.45%-22.5pp |
| Employer contribution / active EE | $7,713 | $4,214+83.0% | $3,574+115.8% | $4,869+58.4% |
| Participant deferral / active EE | $14,000 | $4,269+227.9% | $3,712+277.2% | $5,287+164.8% |
| Admin fee / account holder | $4,508 | $6,644-32.2% | $5,332-15.5% | $10,132-55.5% |