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 | $288,748 | $118,849+143.0% | $96,562+199.0% | $167,490+72.4% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.8%+19.1pp | 82.1%+6.8pp |
| Annual return | 11.21% | 50.49%-39.3pp | 37.78%-26.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $13,132 | $3,120+321.0% | $2,356+457.3% | $4,837+171.5% |
| Participant deferral / active EE | $6,341 | $4,616+37.4% | $3,849+64.7% | $6,3410% |
| Admin fee / account holder | $19,135 | $8,065+137.3% | $6,181+209.6% | $12,309+55.5% |