Filed October 18, 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 | $401,833 | $159,901+151.3% | $146,958+173.4% | $145,922+175.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.13% | 98.13%-87.0pp | 418.34%-407.2pp | 561.29%-550.2pp |
| Employer contribution / active EE | $3,003 | $5,286-43.2% | $4,933-39.1% | $4,660-35.6% |
| Participant deferral / active EE | $9,967 | $8,428+18.3% | $8,070+23.5% | $6,688+49.0% |
| Admin fee / account holder | $42,690 | $15,044+183.8% | $12,998+228.4% | $13,397+218.7% |