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 | $672,494 | $76,000+784.9% | $154,107+336.4% | $64,186+947.7% |
| Participation rate | 94.4% | 70.4%+24.0pp | 83.0%+11.3pp | 69.6%+24.8pp |
| Annual return | -5.38% | 30.32%-35.7pp | 735.12%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $33,282 | $3,351+893.3% | $5,298+528.3% | $2,381+1297.9% |
| Participant deferral / active EE | $2,021 | $3,175-36.3% | $5,081-60.2% | $3,470-41.7% |
| Admin fee / account holder | $43,467 | $5,596+676.7% | $13,411+224.1% | $4,888+789.3% |