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 | $293,484 | $112,881+160.0% | $90,951+222.7% | $158,922+84.7% |
| Participation rate | 90.0% | 74.7%+15.3pp | 69.0%+21.0pp | 82.0%+8.0pp |
| Annual return | 28.52% | 215.79%-187.3pp | 134.60%-106.1pp | 302.83%-274.3pp |
| Employer contribution / active EE | $8,182 | $2,893+182.8% | $2,122+285.6% | $4,761+71.8% |
| Participant deferral / active EE | $5,836 | $4,128+41.4% | $3,373+73.0% | $5,982-2.4% |
| Admin fee / account holder | $3,985 | $8,041-50.4% | $5,959-33.1% | $11,246-64.6% |