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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $606,823 | $202,318+199.9% | $172,739+251.3% | $152,861+297.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.19% | 1029.65%-1011.5pp | 802.84%-784.7pp | 345.32%-327.1pp |
| Employer contribution / active EE | $40,084 | $5,856+584.5% | $5,143+679.4% | $4,762+741.7% |
| Participant deferral / active EE | $1,289 | $5,948-78.3% | $5,198-75.2% | $5,850-78.0% |
| Admin fee / account holder | $4,784 | $17,109-72.0% | $13,954-65.7% | $11,596-58.7% |