Filed October 19, 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 | $636,739 | $148,534+328.7% | $135,903+368.5% | $139,434+356.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.87% | 79.19%-68.3pp | 68.23%-57.4pp | 372.94%-362.1pp |
| Employer contribution / active EE | $15,674 | $5,243+199.0% | $4,856+222.8% | $4,751+229.9% |
| Participant deferral / active EE | $29,000 | $8,100+258.0% | $7,758+273.8% | $6,710+332.2% |
| Admin fee / account holder | $5,361 | $12,400-56.8% | $10,762-50.2% | $11,403-53.0% |