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 | $289,114 | $147,727+95.7% | $115,756+149.8% | $134,475+115.0% |
| Participation rate | 87.5% | 80.4%+7.1pp | 77.1%+10.4pp | 81.2%+6.3pp |
| Annual return | -19.53% | 73.96%-93.5pp | 143.14%-162.7pp | 417.96%-437.5pp |
| Employer contribution / active EE | $9,375 | $4,713+98.9% | $3,793+147.2% | $4,740+97.8% |
| Participant deferral / active EE | $15,345 | $7,563+102.9% | $6,254+145.4% | $6,400+139.8% |
| Admin fee / account holder | $38,453 | $14,571+163.9% | $8,124+373.3% | $11,426+236.5% |