Filed December 10, 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 | $270,411 | $98,240+175.3% | $82,313+228.5% | $147,584+83.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.71% | 30.85%-21.1pp | 25.88%-16.2pp | 578.55%-568.8pp |
| Employer contribution / active EE | $7,009 | $3,192+119.6% | $2,428+188.6% | $4,876+43.7% |
| Participant deferral / active EE | $4,832 | $4,383+10.2% | $3,706+30.4% | $5,439-11.1% |
| Admin fee / account holder | $29,000 | $8,563+238.7% | $5,608+417.1% | $10,885+166.4% |