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 | $365,419 | $110,094+231.9% | $151,611+141.0% | $68,494+433.5% |
| Participation rate | 90.3% | 84.0%+6.4pp | 87.5%+2.8pp | 67.9%+22.4pp |
| Annual return | -14.37% | -10.12%-4.3pp | 3.33%-17.7pp | -7.84%-6.5pp |
| Employer contribution / active EE | $3,686 | $4,471-17.6% | $6,166-40.2% | $2,596+42.0% |
| Participant deferral / active EE | $10,612 | $6,527+62.6% | $8,363+26.9% | $4,027+163.5% |
| Admin fee / account holder | $19,818 | $7,719+156.8% | $11,616+70.6% | $5,403+266.8% |