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 | $349,814 | $96,635+262.0% | $86,612+303.9% | $139,434+150.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.35% | 106.41%-87.1pp | 591.07%-571.7pp | 372.94%-353.6pp |
| Employer contribution / active EE | $15,201 | $3,263+365.9% | $3,022+402.9% | $4,751+220.0% |
| Participant deferral / active EE | $10,107 | $4,836+109.0% | $4,438+127.8% | $6,710+50.6% |
| Admin fee / account holder | $18,616 | $6,408+190.5% | $5,614+231.6% | $11,403+63.3% |