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 | $784,942 | $91,190+760.8% | $178,490+339.8% | $79,858+882.9% |
| Participation rate | 95.8% | 69.2%+26.6pp | 81.9%+13.9pp | 69.6%+26.1pp |
| Annual return | 11.14% | 24.19%-13.0pp | 151.07%-139.9pp | 31.71%-20.6pp |
| Employer contribution / active EE | $43,015 | $3,256+1221.2% | $5,011+758.5% | $2,471+1640.9% |
| Participant deferral / active EE | $1,898 | $3,236-41.4% | $5,202-63.5% | $3,740-49.3% |
| Admin fee / account holder | $78,207 | $6,751+1058.4% | $13,984+459.3% | $5,306+1373.9% |