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 | $311,686 | $91,552+240.4% | $133,956+132.7% | $79,858+290.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 12.99% | 61.85%-48.9pp | 45.09%-32.1pp | 31.71%-18.7pp |
| Employer contribution / active EE | $7,670 | $2,384+221.8% | $3,919+95.7% | $2,471+210.4% |
| Participant deferral / active EE | $5,508 | $3,733+47.5% | $5,048+9.1% | $3,740+47.3% |
| Admin fee / account holder | $12,565 | $6,321+98.8% | $8,927+40.7% | $5,306+136.8% |