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 | $336,679 | $77,813+332.7% | $123,544+172.5% | $64,186+424.5% |
| Participation rate | 89.9% | 74.7%+15.1pp | 82.3%+7.6pp | 69.6%+20.3pp |
| Annual return | -3.39% | 12.48%-15.9pp | 119.20%-122.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $13,841 | $3,014+359.2% | $4,628+199.1% | $2,381+481.3% |
| Participant deferral / active EE | $5,611 | $5,240+7.1% | $6,426-12.7% | $3,470+61.7% |
| Admin fee / account holder | $44,715 | $5,519+710.2% | $9,284+381.6% | $4,888+814.8% |