Filed December 14, 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 | $295,956 | $69,977+322.9% | $108,579+172.6% | $62,891+370.6% |
| Participation rate | 92.0% | 72.9%+19.1pp | 79.6%+12.4pp | 69.3%+22.7pp |
| Annual return | 7.17% | 10.73%-3.6pp | -51.70%+58.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $6,673 | $2,135+212.6% | $3,758+77.6% | $2,281+192.6% |
| Participant deferral / active EE | $10,808 | $3,165+241.5% | $4,311+150.7% | $3,203+237.4% |
| Admin fee / account holder | $6,584 | $5,076+29.7% | $7,645-13.9% | $4,296+53.3% |