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 | $393,451 | $88,370+345.2% | $112,977+248.3% | $79,858+392.7% |
| Participation rate | 96.4% | 76.8%+19.6pp | 82.6%+13.8pp | 69.6%+26.7pp |
| Annual return | 17.11% | 23.16%-6.1pp | 24.24%-7.1pp | 31.71%-14.6pp |
| Employer contribution / active EE | $12,206 | $3,398+259.2% | $4,255+186.9% | $2,471+394.0% |
| Participant deferral / active EE | $10,107 | $4,536+122.8% | $5,836+73.2% | $3,740+170.2% |
| Admin fee / account holder | $31,140 | $5,750+441.6% | $6,294+394.8% | $5,306+486.9% |