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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,959 | $89,355+183.1% | $141,162+79.2% | $72,985+246.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 5.15% | 111.85%-106.7pp | 71.39%-66.2pp | 81.00%-75.8pp |
| Employer contribution / active EE | $1,434 | $3,114-53.9% | $4,735-69.7% | $2,440-41.2% |
| Participant deferral / active EE | $12,809 | $5,418+136.4% | $6,709+90.9% | $3,607+255.1% |
| Admin fee / account holder | $727 | $5,958-87.8% | $10,261-92.9% | $5,124-85.8% |