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 | $353,039 | $81,947+330.8% | $105,387+235.0% | $72,985+383.7% |
| Participation rate | 94.3% | 76.5%+17.8pp | 82.6%+11.8pp | 69.5%+24.9pp |
| Annual return | 18.13% | 42.90%-24.8pp | 26.82%-8.7pp | 81.00%-62.9pp |
| Employer contribution / active EE | $10,914 | $3,468+214.7% | $4,213+159.0% | $2,440+347.3% |
| Participant deferral / active EE | $9,631 | $4,494+114.3% | $5,502+75.0% | $3,607+167.0% |
| Admin fee / account holder | $27,096 | $6,258+333.0% | $6,559+313.1% | $5,124+428.8% |