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 | $345,885 | $79,633+334.4% | $93,789+268.8% | $68,494+405.0% |
| Participation rate | 96.6% | 75.4%+21.2pp | 81.0%+15.7pp | 67.9%+28.7pp |
| Annual return | -10.55% | -0.10%-10.5pp | -11.33%+0.8pp | -7.84%-2.7pp |
| Employer contribution / active EE | $12,288 | $3,665+235.3% | $4,323+184.3% | $2,596+373.3% |
| Participant deferral / active EE | $9,889 | $5,158+91.7% | $6,094+62.3% | $4,027+145.5% |
| Admin fee / account holder | $5,219 | $6,871-24.0% | $7,195-27.5% | $5,403-3.4% |