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 | $342,952 | $127,065+169.9% | $113,168+203.0% | $142,382+140.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.31% | 24.03%-13.7pp | 24.27%-14.0pp | 217.08%-206.8pp |
| Employer contribution / active EE | $3,434 | $3,442-0.2% | $2,975+15.4% | $4,299-20.1% |
| Participant deferral / active EE | $15,637 | $5,716+173.6% | $5,107+206.2% | $6,507+140.3% |
| Admin fee / account holder | $12,493 | $15,736-20.6% | $12,068+3.5% | $12,624-1.0% |