Filed November 7, 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 | $313,057 | $115,770+170.4% | $101,248+209.2% | $158,922+97.0% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 11.43% | 56.14%-44.7pp | 46.47%-35.0pp | 302.83%-291.4pp |
| Employer contribution / active EE | $19,817 | $4,175+374.7% | $3,660+441.5% | $4,761+316.2% |
| Participant deferral / active EE | $10,459 | $4,957+111.0% | $4,370+139.3% | $5,982+74.8% |
| Admin fee / account holder | $27,118 | $7,245+274.3% | $5,945+356.1% | $11,246+141.1% |