Filed July 19, 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 7-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 | $263,931 | $67,214+292.7% | $61,491+329.2% | $134,475+96.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.81% | -12.08%-4.7pp | -12.98%-3.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $4,523 | $4,974-9.1% | $4,246+6.5% | $4,740-4.6% |
| Participant deferral / active EE | $11,671 | $6,103+91.2% | $5,188+125.0% | $6,400+82.4% |
| Admin fee / account holder | $474 | $4,610-89.7% | $4,312-89.0% | $11,426-95.9% |