Filed December 30, 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 | $297,076 | $82,523+260.0% | $115,752+156.6% | $70,131+323.6% |
| Participation rate | 98.9% | 74.0%+24.9pp | 77.8%+21.1pp | 69.5%+29.3pp |
| Annual return | 32.68% | 28.22%+4.5pp | 19.41%+13.3pp | 73.14%-40.5pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $3,492-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,475 | $4,062-14.5% | $5,204-33.2% | $3,332+4.3% |
| Admin fee / account holder | $7,487 | $4,552+64.5% | $6,278+19.3% | $4,645+61.2% |