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 | $350,340 | $91,538+282.7% | $129,995+169.5% | $75,163+366.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.57% | -631.11%+648.7pp | -137.18%+154.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $7,571 | $2,845+166.1% | $4,320+75.3% | $2,670+183.6% |
| Participant deferral / active EE | $5,771 | $4,341+32.9% | $5,820-0.8% | $4,125+39.9% |
| Admin fee / account holder | $7,121 | $6,790+4.9% | $10,614-32.9% | $5,651+26.0% |