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 | $443,463 | $81,248+445.8% | $155,509+185.2% | $80,856+448.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.93% | 33.31%-21.4pp | 64.67%-52.7pp | 35.59%-23.7pp |
| Employer contribution / active EE | $27,521 | $3,100+787.7% | $4,672+489.0% | $2,755+899.0% |
| Participant deferral / active EE | $17,948 | $3,452+420.0% | $5,626+219.0% | $4,296+317.8% |
| Admin fee / account holder | $68,521 | $7,997+756.8% | $15,912+330.6% | $6,918+890.5% |