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 | $862,048 | $95,416+803.5% | $185,823+363.9% | $85,850+904.1% |
| Participation rate | 89.2% | 68.8%+20.4pp | 81.7%+7.5pp | 69.3%+19.9pp |
| Annual return | 13.06% | 23.59%-10.5pp | 122.05%-109.0pp | 318.53%-305.5pp |
| Employer contribution / active EE | $34,134 | $3,314+930.1% | $5,167+560.6% | $2,565+1230.7% |
| Participant deferral / active EE | $2,091 | $3,423-38.9% | $5,568-62.4% | $3,952-47.1% |
| Admin fee / account holder | $92,640 | $7,213+1184.4% | $16,237+470.5% | $6,260+1379.9% |