Filed July 2, 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 9-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 | $347,842 | $110,257+215.5% | $96,544+260.3% | $139,434+149.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.51% | 26.32%-7.8pp | 25.84%-7.3pp | 372.94%-354.4pp |
| Employer contribution / active EE | $10,386 | $3,620+186.9% | $2,965+250.3% | $4,751+118.6% |
| Participant deferral / active EE | $6,855 | $5,548+23.6% | $4,851+41.3% | $6,710+2.2% |
| Admin fee / account holder | $7,486 | $11,591-35.4% | $8,252-9.3% | $11,403-34.3% |