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 | $413,717 | $148,978+177.7% | $200,582+106.3% | $84,808+387.8% |
| Participation rate | 89.3% | 84.2%+5.1pp | 86.9%+2.4pp | 68.3%+21.0pp |
| Annual return | 8.42% | 28.16%-19.7pp | 42.33%-33.9pp | 40.90%-32.5pp |
| Employer contribution / active EE | $3,957 | $4,815-17.8% | $6,419-38.3% | $2,631+50.4% |
| Participant deferral / active EE | $10,538 | $7,142+47.6% | $9,331+12.9% | $4,212+150.2% |
| Admin fee / account holder | $99,569 | $13,977+612.4% | $16,305+510.7% | $7,344+1255.8% |