Filed October 24, 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 | $262,731 | $115,882+126.7% | $100,516+161.4% | $158,922+65.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 25.02% | 34.79%-9.8pp | 30.89%-5.9pp | 302.83%-277.8pp |
| Employer contribution / active EE | $2,321 | $4,103-43.4% | $3,418-32.1% | $4,761-51.2% |
| Participant deferral / active EE | $4,265 | $6,674-36.1% | $6,270-32.0% | $5,982-28.7% |
| Admin fee / account holder | $54,872 | $10,995+399.0% | $8,081+579.0% | $11,246+387.9% |