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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $808,990 | $202,318+299.9% | $172,739+368.3% | $152,861+429.2% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 11.78% | 1029.65%-1017.9pp | 802.84%-791.1pp | 345.32%-333.5pp |
| Employer contribution / active EE | $21,715 | $5,856+270.8% | $5,143+322.2% | $4,762+356.0% |
| Participant deferral / active EE | $10,093 | $5,948+69.7% | $5,198+94.2% | $5,850+72.5% |
| Admin fee / account holder | $42,604 | $17,109+149.0% | $13,954+205.3% | $11,596+267.4% |