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 | $919,872 | $81,248+1032.2% | $155,509+491.5% | $80,856+1037.7% |
| Participation rate | 85.3% | 66.2%+19.1pp | 78.2%+7.1pp | 67.6%+17.7pp |
| Annual return | 13.24% | 33.31%-20.1pp | 64.67%-51.4pp | 35.59%-22.4pp |
| Employer contribution / active EE | $19,571 | $3,100+531.3% | $4,672+318.9% | $2,755+610.4% |
| Participant deferral / active EE | $3,405 | $3,452-1.3% | $5,626-39.5% | $4,296-20.7% |
| Admin fee / account holder | $40,346 | $7,997+404.5% | $15,912+153.6% | $6,918+483.2% |