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 | $327,336 | $105,181+211.2% | $159,436+105.3% | $85,850+281.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 36.49% | 45.07%-8.6pp | 263.57%-227.1pp | 318.53%-282.0pp |
| Employer contribution / active EE | $1,366 | $3,318-58.8% | $4,829-71.7% | $2,565-46.7% |
| Participant deferral / active EE | $13,576 | $5,945+128.4% | $7,352+84.7% | $3,952+243.6% |
| Admin fee / account holder | $27,427 | $6,933+295.6% | $10,799+154.0% | $6,260+338.1% |