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 | $348,195 | $154,365+125.6% | $130,231+167.4% | $139,434+149.7% |
| Participation rate | 87.5% | 79.9%+7.6pp | 76.3%+11.2pp | 80.3%+7.2pp |
| Annual return | 19.37% | 30.34%-11.0pp | 38.77%-19.4pp | 372.94%-353.6pp |
| Employer contribution / active EE | $8,366 | $5,170+61.8% | $4,126+102.8% | $4,751+76.1% |
| Participant deferral / active EE | $15,936 | $8,498+87.5% | $6,799+134.4% | $6,710+137.5% |
| Admin fee / account holder | $16,796 | $9,214+82.3% | $6,020+179.0% | $11,403+47.3% |