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 | $3,936,604 | $217,402+1710.7% | $185,823+2018.5% | $167,490+2250.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.47% | 148.36%-125.9pp | 122.05%-99.6pp | 478.56%-456.1pp |
| Employer contribution / active EE | $33,300 | $5,873+467.0% | $5,167+544.4% | $4,837+588.4% |
| Participant deferral / active EE | $22,700 | $6,356+257.1% | $5,568+307.7% | $6,341+258.0% |
| Admin fee / account holder | $23,673 | $19,811+19.5% | $16,237+45.8% | $12,309+92.3% |