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 | $443,264 | $138,347+220.4% | $184,203+140.6% | $80,856+448.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 8.83% | 20.02%-11.2pp | 28.81%-20.0pp | 35.59%-26.8pp |
| Employer contribution / active EE | $4,088 | $4,850-15.7% | $6,427-36.4% | $2,755+48.4% |
| Participant deferral / active EE | $11,972 | $7,071+69.3% | $9,131+31.1% | $4,296+178.7% |
| Admin fee / account holder | $58,616 | $10,483+459.1% | $13,901+321.7% | $6,918+747.3% |