Filed November 12, 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 | $959,389 | $181,894+427.4% | $156,549+512.8% | $273,961+250.2% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 8.85% | 30.74%-21.9pp | 32.23%-23.4pp | 41.45%-32.6pp |
| Employer contribution / active EE | $25,175 | $6,248+302.9% | $5,501+357.6% | $4,869+417.1% |
| Participant deferral / active EE | $16,119 | $5,550+190.4% | $4,871+230.9% | $5,287+204.9% |
| Admin fee / account holder | $4,055 | $15,559-73.9% | $13,027-68.9% | $10,132-60.0% |