Filed October 26, 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 | $270,237 | $79,449+240.1% | $189,557+42.6% | $85,850+214.8% |
| Participation rate | 86.7% | 66.0%+20.7pp | 78.4%+8.2pp | 69.3%+17.4pp |
| Annual return | 12.96% | 18.45%-5.5pp | 64.17%-51.2pp | 318.53%-305.6pp |
| Employer contribution / active EE | $1,515 | $2,081-27.2% | $4,412-65.7% | $2,565-40.9% |
| Participant deferral / active EE | $7,900 | $4,051+95.0% | $6,174+28.0% | $3,952+99.9% |
| Admin fee / account holder | $1,338 | $5,377-75.1% | $9,807-86.4% | $6,260-78.6% |