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 | $290,577 | $81,900+254.8% | $119,609+142.9% | $68,494+324.2% |
| Participation rate | 98.6% | 71.9%+26.7pp | 79.3%+19.3pp | 67.9%+30.7pp |
| Annual return | -16.49% | -23.82%+7.3pp | -14.97%-1.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $7,516 | $2,693+179.1% | $4,232+77.6% | $2,596+189.5% |
| Participant deferral / active EE | $5,402 | $4,148+30.2% | $5,602-3.6% | $4,027+34.1% |
| Admin fee / account holder | $16,724 | $6,582+154.1% | $10,323+62.0% | $5,403+209.5% |