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 | $253,446 | $54,762+362.8% | $90,281+180.7% | $72,985+247.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 22.09% | 30.63%-8.5pp | 78.10%-56.0pp | 81.00%-58.9pp |
| Employer contribution / active EE | $9,960 | $2,092+376.0% | $2,854+248.9% | $2,440+308.2% |
| Participant deferral / active EE | $6,444 | $2,887+123.2% | $3,885+65.8% | $3,607+78.6% |
| Admin fee / account holder | $3,275 | $3,972-17.6% | $5,351-38.8% | $5,124-36.1% |