Filed December 21, 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 | $282,552 | $107,334+163.2% | $92,893+204.2% | $152,861+84.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 4.02% | 145.58%-141.6pp | 109.41%-105.4pp | 345.32%-341.3pp |
| Employer contribution / active EE | $2,215 | $4,221-47.5% | $3,653-39.4% | $4,762-53.5% |
| Participant deferral / active EE | $4,904 | $4,845+1.2% | $4,236+15.8% | $5,850-16.2% |
| Admin fee / account holder | $2,923 | $7,079-58.7% | $5,794-49.6% | $11,596-74.8% |