Filed October 18, 2004
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 | $266,354 | $93,571+184.7% | $135,903+96.0% | $75,163+254.4% |
| Participation rate | 95.2% | 75.2%+20.0pp | 81.9%+13.3pp | 67.2%+28.0pp |
| Annual return | 16.35% | 30.90%-14.6pp | 68.23%-51.9pp | 160.62%-144.3pp |
| Employer contribution / active EE | $8,362 | $3,537+136.4% | $4,856+72.2% | $2,670+213.2% |
| Participant deferral / active EE | $12,574 | $6,404+96.3% | $7,758+62.1% | $4,125+204.8% |
| Admin fee / account holder | $39,895 | $6,975+471.9% | $10,762+270.7% | $5,651+606.0% |