Filed December 27, 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 | $348,733 | $884,045-60.6% | $453,369-23.1% | $167,490+108.2% |
| Participation rate | 88.9% | 81.6%+7.3pp | 78.0%+10.9pp | 82.1%+6.8pp |
| Annual return | 17.57% | 29.49%-11.9pp | 64.40%-46.8pp | 478.56%-461.0pp |
| Employer contribution / active EE | $9,444 | $5,538+70.5% | $4,070+132.0% | $4,837+95.2% |
| Participant deferral / active EE | $15,370 | $7,898+94.6% | $6,209+147.6% | $6,341+142.4% |
| Admin fee / account holder | $22,883 | $22,063+3.7% | $11,209+104.2% | $12,309+85.9% |