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 | $515,441 | $98,750+422.0% | $149,696+244.3% | $79,858+545.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.48% | 27.43%-10.0pp | 276.60%-259.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $11,341 | $3,216+252.6% | $4,644+144.2% | $2,471+359.0% |
| Participant deferral / active EE | $11,011 | $5,680+93.9% | $6,842+60.9% | $3,740+194.4% |
| Admin fee / account holder | $2,019 | $6,053-66.6% | $9,309-78.3% | $5,306-61.9% |