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.)
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 | $271,451 | $202,318+34.2% | $172,739+57.1% | $152,861+77.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 6.00% | 1029.65%-1023.7pp | 802.84%-796.8pp | 345.32%-339.3pp |
| Employer contribution / active EE | $3,137 | $5,856-46.4% | $5,143-39.0% | $4,762-34.1% |
| Participant deferral / active EE | $8,145 | $5,948+36.9% | $5,198+56.7% | $5,850+39.2% |
| Admin fee / account holder | $700 | $17,109-95.9% | $13,954-95.0% | $11,596-94.0% |