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 | $314,680 | $148,978+111.2% | $200,582+56.9% | $84,808+271.1% |
| Participation rate | 93.5% | 84.2%+9.3pp | 86.9%+6.7pp | 68.3%+25.2pp |
| Annual return | 12.90% | 28.16%-15.3pp | 42.33%-29.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $5,940 | $4,815+23.4% | $6,419-7.5% | $2,631+125.8% |
| Participant deferral / active EE | $3,646 | $7,142-48.9% | $9,331-60.9% | $4,212-13.4% |
| Admin fee / account holder | $10,730 | $13,977-23.2% | $16,305-34.2% | $7,344+46.1% |