Filed August 11, 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 | $644,169 | $94,338+582.8% | $100,534+540.7% | $142,382+352.4% |
| Participation rate | 88.2% | 81.7%+6.5pp | 80.6%+7.6pp | 80.1%+8.1pp |
| Annual return | 12.61% | 29.20%-16.6pp | 32.66%-20.1pp | 217.08%-204.5pp |
| Employer contribution / active EE | $16,881 | $4,237+298.4% | $4,346+288.4% | $4,299+292.7% |
| Participant deferral / active EE | $14,249 | $5,934+140.1% | $6,144+131.9% | $6,507+119.0% |
| Admin fee / account holder | $114,998 | $8,421+1265.6% | $7,654+1402.4% | $12,624+811.0% |