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.)
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 | $445,505 | $202,318+120.2% | $172,739+157.9% | $152,861+191.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 9.81% | 1029.65%-1019.8pp | 802.84%-793.0pp | 345.32%-335.5pp |
| Employer contribution / active EE | $9,696 | $5,856+65.6% | $5,143+88.5% | $4,762+103.6% |
| Participant deferral / active EE | $19,250 | $5,948+223.6% | $5,198+270.4% | $5,850+229.1% |
| Admin fee / account holder | $47,975 | $17,109+180.4% | $13,954+243.8% | $11,596+313.7% |