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 | $335,982 | $76,552+338.9% | $123,892+171.2% | $62,891+434.2% |
| Participation rate | 91.5% | 73.0%+18.5pp | 81.4%+10.1pp | 69.3%+22.2pp |
| Annual return | 10.45% | 18.68%-8.2pp | 47.52%-37.1pp | 20.14%-9.7pp |
| Employer contribution / active EE | $12,305 | $2,883+326.9% | $4,617+166.5% | $2,281+439.5% |
| Participant deferral / active EE | $6,321 | $4,840+30.6% | $5,984+5.6% | $3,203+97.3% |
| Admin fee / account holder | $15,139 | $4,826+213.7% | $8,357+81.2% | $4,296+252.4% |