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 | $328,412 | $109,413+200.2% | $156,263+110.2% | $84,808+287.2% |
| Participation rate | 89.1% | 72.7%+16.4pp | 78.9%+10.2pp | 68.3%+20.8pp |
| Annual return | 13.26% | 20.18%-6.9pp | 59.47%-46.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,149 | $2,907+8.3% | $4,333-27.3% | $2,631+19.7% |
| Participant deferral / active EE | $14,503 | $4,590+216.0% | $6,158+135.5% | $4,212+244.4% |
| Admin fee / account holder | $83,336 | $9,357+790.7% | $14,255+484.6% | $7,344+1034.8% |