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 | $778,422 | $85,202+813.6% | $172,739+350.6% | $72,985+966.6% |
| Participation rate | 97.1% | 70.1%+27.0pp | 82.6%+14.4pp | 69.5%+27.6pp |
| Annual return | 19.25% | 27.32%-8.1pp | 802.84%-783.6pp | 81.00%-61.7pp |
| Employer contribution / active EE | $26,431 | $3,324+695.1% | $5,143+413.9% | $2,440+983.3% |
| Participant deferral / active EE | $2,562 | $3,260-21.4% | $5,198-50.7% | $3,607-29.0% |
| Admin fee / account holder | $36,457 | $5,884+519.6% | $13,954+161.3% | $5,124+611.5% |