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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $447,179 | $93,170+380.0% | $100,534+344.8% | $84,808+427.3% |
| Participation rate | 98.3% | 75.8%+22.5pp | 80.6%+17.7pp | 68.3%+30.0pp |
| Annual return | 10.95% | 47.13%-36.2pp | 32.66%-21.7pp | 40.90%-29.9pp |
| Employer contribution / active EE | $15,069 | $3,985+278.2% | $4,346+246.7% | $2,631+472.8% |
| Participant deferral / active EE | $11,766 | $5,699+106.5% | $6,144+91.5% | $4,212+179.4% |
| Admin fee / account holder | $13,009 | $7,382+76.2% | $7,654+70.0% | $7,344+77.1% |