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 | $411,882 | $98,750+317.1% | $149,696+175.1% | $79,858+415.8% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.5%+13.2pp | 69.6%+26.0pp |
| Annual return | 17.43% | 27.43%-10.0pp | 276.60%-259.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $14,496 | $3,216+350.7% | $4,644+212.1% | $2,471+486.7% |
| Participant deferral / active EE | $4,371 | $5,680-23.0% | $6,842-36.1% | $3,740+16.9% |
| Admin fee / account holder | $30,131 | $6,053+397.8% | $9,309+223.7% | $5,306+467.8% |