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 | $264,814 | $83,902+215.6% | $167,512+58.1% | $84,808+212.3% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 14.97% | 91.55%-76.6pp | 1615.79%-1600.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $8,435 | $2,264+272.6% | $3,882+117.3% | $2,631+220.6% |
| Participant deferral / active EE | $9,410 | $4,442+111.8% | $6,405+46.9% | $4,212+123.4% |
| Admin fee / account holder | $33,763 | $7,915+326.6% | $9,769+245.6% | $7,344+359.7% |