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 | $256,092 | $78,705+225.4% | $117,854+117.3% | $70,131+265.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 19.13% | 23.30%-4.2pp | 335.08%-315.9pp | 73.14%-54.0pp |
| Employer contribution / active EE | $6,368 | $2,223+186.4% | $3,786+68.2% | $2,342+171.8% |
| Participant deferral / active EE | $4,652 | $3,297+41.1% | $4,482+3.8% | $3,332+39.6% |
| Admin fee / account holder | $829 | $5,065-83.6% | $8,020-89.7% | $4,645-82.2% |