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 | $317,791 | $71,480+344.6% | $90,782+250.1% | $64,186+395.1% |
| Participation rate | 90.9% | 77.6%+13.3pp | 82.7%+8.3pp | 69.6%+21.3pp |
| Annual return | -4.27% | -4.25%0pp | -3.42%-0.9pp | 7.63%-11.9pp |
| Employer contribution / active EE | $10,500 | $3,415+207.5% | $4,105+155.8% | $2,381+341.0% |
| Participant deferral / active EE | $9,192 | $4,302+113.7% | $5,366+71.3% | $3,470+164.9% |
| Admin fee / account holder | $21,898 | $6,309+247.1% | $5,908+270.7% | $4,888+348.0% |