Filed October 19, 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 | $268,684 | $77,314+247.5% | $177,989+51.0% | $80,856+232.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 12.99% | 18.09%-5.1pp | 294.48%-281.5pp | 35.59%-22.6pp |
| Employer contribution / active EE | $18,171 | $2,292+692.8% | $3,949+360.2% | $2,755+559.6% |
| Participant deferral / active EE | $16,337 | $4,411+270.4% | $6,276+160.3% | $4,296+280.3% |
| Admin fee / account holder | $17,968 | $7,191+149.9% | $10,363+73.4% | $6,918+159.7% |