Filed October 22, 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 | $304,940 | $48,795+524.9% | $65,493+365.6% | $84,808+259.6% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 15.30% | 20.20%-4.9pp | 982.45%-967.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $5,017 | $1,930+160.0% | $2,574+94.9% | $2,631+90.7% |
| Participant deferral / active EE | $9,398 | $2,928+220.9% | $3,961+137.3% | $4,212+123.1% |
| Admin fee / account holder | $24,254 | $3,877+525.6% | $5,028+382.4% | $7,344+230.3% |