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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $405,125 | $125,758+222.1% | $169,993+138.3% | $75,163+439.0% |
| Participation rate | 89.7% | 83.6%+6.1pp | 87.0%+2.7pp | 67.2%+22.5pp |
| Annual return | 12.46% | 27.20%-14.7pp | 53.37%-40.9pp | 160.62%-148.2pp |
| Employer contribution / active EE | $3,466 | $4,615-24.9% | $6,785-48.9% | $2,670+29.8% |
| Participant deferral / active EE | $11,935 | $6,837+74.5% | $10,408+14.7% | $4,125+189.3% |
| Admin fee / account holder | $45,835 | $8,173+460.8% | $12,815+257.7% | $5,651+711.1% |