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 | $414,626 | $172,478+140.4% | $145,661+184.7% | $142,382+191.2% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.2%+10.3pp | 80.1%+7.4pp |
| Annual return | 13.19% | 151.09%-137.9pp | 101.46%-88.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $8,420 | $4,899+71.9% | $4,238+98.7% | $4,299+95.9% |
| Participant deferral / active EE | $17,923 | $8,348+114.7% | $7,198+149.0% | $6,507+175.4% |
| Admin fee / account holder | $76,170 | $16,864+351.7% | $12,466+511.0% | $12,624+503.4% |