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 | $328,919 | $111,724+194.4% | $93,606+251.4% | $145,922+125.4% |
| Participation rate | 95.2% | 74.2%+21.0pp | 68.7%+26.5pp | 80.3%+15.0pp |
| Annual return | 14.61% | 202.98%-188.4pp | 133.20%-118.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $11,172 | $3,090+261.6% | $2,420+361.7% | $4,660+139.8% |
| Participant deferral / active EE | $8,119 | $4,912+65.3% | $4,411+84.1% | $6,688+21.4% |
| Admin fee / account holder | $18,257 | $10,250+78.1% | $8,285+120.4% | $13,397+36.3% |