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 | $250,973 | $98,750+154.2% | $149,696+67.7% | $79,858+214.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -0.37% | 27.43%-27.8pp | 276.60%-277.0pp | 31.71%-32.1pp |
| Employer contribution / active EE | $1,358 | $3,216-57.8% | $4,644-70.8% | $2,471-45.0% |
| Participant deferral / active EE | $12,175 | $5,680+114.3% | $6,842+78.0% | $3,740+225.5% |
| Admin fee / account holder | $7,890 | $6,053+30.4% | $9,309-15.2% | $5,306+48.7% |