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 | $256,815 | $150,440+70.7% | $136,294+88.4% | $147,584+74.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.98% | 1049.08%-1034.1pp | 5155.94%-5141.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $7,046 | $5,256+34.0% | $4,695+50.1% | $4,876+44.5% |
| Participant deferral / active EE | $10,594 | $6,630+59.8% | $6,247+69.6% | $5,439+94.8% |
| Admin fee / account holder | $10,733 | $10,905-1.6% | $9,243+16.1% | $10,885-1.4% |