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 | $326,259 | $82,664+294.7% | $125,339+160.3% | $68,494+376.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -6.48% | -5.97%-0.5pp | 572.05%-578.5pp | -7.84%+1.4pp |
| Employer contribution / active EE | $1,672 | $3,381-50.5% | $4,814-65.3% | $2,596-35.6% |
| Participant deferral / active EE | $15,999 | $6,110+161.8% | $7,446+114.9% | $4,027+297.3% |
| Admin fee / account holder | $17,487 | $6,275+178.7% | $10,010+74.7% | $5,403+223.7% |