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 | $827,298 | $167,307+394.5% | $143,757+475.5% | $134,475+515.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -2.98% | 0.46%-3.4pp | -0.04%-2.9pp | 417.96%-420.9pp |
| Employer contribution / active EE | $22,380 | $5,619+298.3% | $4,951+352.0% | $4,740+372.2% |
| Participant deferral / active EE | $8,237 | $6,446+27.8% | $5,637+46.1% | $6,400+28.7% |
| Admin fee / account holder | $100,212 | $18,088+454.0% | $14,673+583.0% | $11,426+777.1% |