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 | $449,288 | $102,616+337.8% | $81,983+448.0% | $158,922+182.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 17.50% | 61.04%-43.5pp | 41.31%-23.8pp | 302.83%-285.3pp |
| Employer contribution / active EE | $3,083 | $3,240-4.8% | $2,498+23.4% | $4,761-35.2% |
| Participant deferral / active EE | $9,478 | $4,648+103.9% | $3,722+154.7% | $5,982+58.4% |
| Admin fee / account holder | $6,347 | $8,235-22.9% | $5,664+12.1% | $11,246-43.6% |