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 | $264,393 | $81,208+225.6% | $98,907+167.3% | $79,858+231.1% |
| Participation rate | 97.9% | 72.5%+25.4pp | 76.0%+21.9pp | 69.6%+28.3pp |
| Annual return | 19.28% | 60.99%-41.7pp | 196.43%-177.1pp | 31.71%-12.4pp |
| Employer contribution / active EE | $4,295 | $1,960+119.2% | $2,689+59.7% | $2,471+73.8% |
| Participant deferral / active EE | $7,024 | $3,265+115.1% | $4,244+65.5% | $3,740+87.8% |
| Admin fee / account holder | $7,021 | $6,013+16.8% | $6,642+5.7% | $5,306+32.3% |