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 | $414,605 | $98,463+321.1% | $119,258+247.7% | $85,850+382.9% |
| Participation rate | 96.4% | 77.6%+18.8pp | 82.7%+13.7pp | 69.3%+27.1pp |
| Annual return | 12.96% | 38.53%-25.6pp | 30.69%-17.7pp | 318.53%-305.6pp |
| Employer contribution / active EE | $12,347 | $3,698+233.9% | $4,384+181.6% | $2,565+381.4% |
| Participant deferral / active EE | $9,842 | $4,942+99.2% | $6,111+61.1% | $3,952+149.1% |
| Admin fee / account holder | $28,645 | $7,493+282.3% | $7,226+296.4% | $6,260+357.6% |