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 | $412,415 | $73,981+457.5% | $105,722+290.1% | $62,891+555.8% |
| Participation rate | 88.6% | 71.7%+16.9pp | 78.9%+9.7pp | 69.3%+19.3pp |
| Annual return | 7.46% | 17.60%-10.1pp | 12.25%-4.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,450 | $4,038+59.7% | $5,326+21.1% | $3,203+101.4% |
| Admin fee / account holder | $12,633 | $5,976+111.4% | $8,308+52.1% | $4,296+194.1% |