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 | $346,407 | $123,793+179.8% | $177,821+94.8% | $79,858+333.8% |
| Participation rate | 90.6% | 84.7%+6.0pp | 87.7%+2.9pp | 69.6%+21.0pp |
| Annual return | 11.96% | 22.82%-10.9pp | 48.32%-36.4pp | 31.71%-19.8pp |
| Employer contribution / active EE | $3,501 | $4,095-14.5% | $5,918-40.8% | $2,471+41.7% |
| Participant deferral / active EE | $9,502 | $5,956+59.5% | $7,714+23.2% | $3,740+154.1% |
| Admin fee / account holder | $10,334 | $7,243+42.7% | $12,427-16.8% | $5,306+94.7% |