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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $293,139 | $148,534+97.4% | $135,903+115.7% | $139,434+110.2% |
| Participation rate | 95.7% | 83.9%+11.8pp | 81.9%+13.7pp | 80.3%+15.3pp |
| Annual return | 3.53% | 79.19%-75.7pp | 68.23%-64.7pp | 372.94%-369.4pp |
| Employer contribution / active EE | $938 | $5,243-82.1% | $4,856-80.7% | $4,751-80.3% |
| Participant deferral / active EE | $12,930 | $8,100+59.6% | $7,758+66.7% | $6,710+92.7% |
| Admin fee / account holder | $73,050 | $12,400+489.1% | $10,762+578.8% | $11,403+540.6% |