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 | $258,578 | $137,414+88.2% | $189,513+36.4% | $85,850+201.2% |
| Participation rate | 97.1% | 84.6%+12.4pp | 87.8%+9.3pp | 69.3%+27.7pp |
| Annual return | 14.43% | 38.14%-23.7pp | 555.15%-540.7pp | 318.53%-304.1pp |
| Employer contribution / active EE | $5,408 | $4,344+24.5% | $6,162-12.2% | $2,565+110.8% |
| Participant deferral / active EE | $3,557 | $6,260-43.2% | $8,221-56.7% | $3,952-10.0% |
| Admin fee / account holder | $15,330 | $8,630+77.6% | $12,045+27.3% | $6,260+144.9% |