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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $379,776 | $86,929+336.9% | $102,423+270.8% | $80,856+369.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 8.35% | 18.88%-10.5pp | 29.32%-21.0pp | 35.59%-27.2pp |
| Employer contribution / active EE | $9,973 | $2,369+320.9% | $3,023+229.9% | $2,755+262.0% |
| Participant deferral / active EE | $7,239 | $4,118+75.8% | $5,053+43.3% | $4,296+68.5% |
| Admin fee / account holder | $12,548 | $8,049+55.9% | $9,451+32.8% | $6,918+81.4% |