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 | $3,177,884 | $209,411+1417.5% | $178,490+1680.4% | $158,922+1899.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.86% | 188.75%-180.9pp | 151.07%-143.2pp | 302.83%-295.0pp |
| Employer contribution / active EE | $32,300 | $5,706+466.0% | $5,011+544.6% | $4,761+578.4% |
| Participant deferral / active EE | $22,500 | $5,954+277.9% | $5,202+332.6% | $5,982+276.1% |
| Admin fee / account holder | $47,333 | $17,074+177.2% | $13,984+238.5% | $11,246+320.9% |