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 | $255,891 | $89,355+186.4% | $141,162+81.3% | $72,985+250.6% |
| Participation rate | 84.4% | 75.1%+9.3pp | 82.5%+1.9pp | 69.5%+14.9pp |
| Annual return | 28.83% | 111.85%-83.0pp | 71.39%-42.6pp | 81.00%-52.2pp |
| Employer contribution / active EE | $1,520 | $3,114-51.2% | $4,735-67.9% | $2,440-37.7% |
| Participant deferral / active EE | $7,184 | $5,418+32.6% | $6,709+7.1% | $3,607+99.2% |
| Admin fee / account holder | $1,446 | $5,958-75.7% | $10,261-85.9% | $5,124-71.8% |