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 | $255,326 | $85,790+197.6% | $67,313+279.3% | $135,375+88.6% |
| Participation rate | 94.1% | 76.5%+17.7pp | 69.1%+25.0pp | 82.6%+11.5pp |
| Annual return | -2.97% | -0.54%-2.4pp | -4.08%+1.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $5,291 | $3,487+51.7% | $2,566+106.2% | $4,779+10.7% |
| Participant deferral / active EE | $8,954 | $4,651+92.5% | $3,568+150.9% | $5,609+59.6% |
| Admin fee / account holder | $61,821 | $6,392+867.1% | $4,507+1271.7% | $10,827+471.0% |