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 | $801,710 | $77,899+929.2% | $149,673+435.6% | $75,163+966.6% |
| Participation rate | 88.7% | 65.6%+23.2pp | 78.8%+10.0pp | 67.2%+21.5pp |
| Annual return | 15.31% | 31.72%-16.4pp | 134.42%-119.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $36,564 | $3,137+1065.4% | $4,818+659.0% | $2,670+1269.5% |
| Participant deferral / active EE | $2,881 | $3,411-15.5% | $5,680-49.3% | $4,125-30.2% |
| Admin fee / account holder | $49,887 | $5,956+737.5% | $13,210+277.6% | $5,651+782.8% |