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 | $274,685 | $102,604+167.7% | $86,188+218.7% | $139,434+97.0% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.0%+12.9pp | 80.3%+1.5pp |
| Annual return | 19.33% | 1922.51%-1903.2pp | 1168.45%-1149.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $10,446 | $3,032+244.5% | $2,380+338.9% | $4,751+119.9% |
| Participant deferral / active EE | $7,324 | $4,676+56.6% | $3,985+83.8% | $6,710+9.1% |
| Admin fee / account holder | $4,400 | $8,657-49.2% | $6,852-35.8% | $11,403-61.4% |