Filed October 19, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $551,293 | $177,572+210.5% | $154,803+256.1% | $142,382+287.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.52% | 65.07%-55.5pp | 58.88%-49.4pp | 217.08%-207.6pp |
| Employer contribution / active EE | $12,794 | $4,810+166.0% | $4,305+197.2% | $4,299+197.6% |
| Participant deferral / active EE | $5,421 | $6,272-13.6% | $5,540-2.2% | $6,507-16.7% |
| Admin fee / account holder | $40,519 | $16,786+141.4% | $14,329+182.8% | $12,624+221.0% |