Filed October 18, 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 | $2,826,353 | $198,466+1324.1% | $170,442+1558.3% | $147,584+1815.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.38% | 257.29%-243.9pp | 205.93%-192.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $31,100 | $6,184+402.9% | $5,433+472.5% | $4,876+537.8% |
| Participant deferral / active EE | $19,700 | $5,629+249.9% | $4,939+298.8% | $5,439+262.2% |
| Admin fee / account holder | $126,427 | $16,852+650.2% | $13,880+810.8% | $10,885+1061.4% |