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 | $975,050 | $80,717+1108.0% | $154,803+529.9% | $84,808+1049.7% |
| Participation rate | 83.1% | 66.8%+16.3pp | 78.1%+5.0pp | 68.3%+14.8pp |
| Annual return | 15.62% | 37.96%-22.3pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $36,548 | $2,761+1223.6% | $4,305+748.9% | $2,631+1289.1% |
| Participant deferral / active EE | $3,583 | $3,303+8.5% | $5,540-35.3% | $4,212-14.9% |
| Admin fee / account holder | $65,312 | $6,746+868.2% | $14,329+355.8% | $7,344+789.4% |