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 | $1,254,042 | $150,440+733.6% | $136,294+820.1% | $147,584+749.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.40% | 1049.08%-1033.7pp | 5155.94%-5140.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $19,052 | $5,256+262.5% | $4,695+305.8% | $4,876+290.7% |
| Participant deferral / active EE | $15,383 | $6,630+132.0% | $6,247+146.2% | $5,439+182.8% |
| Admin fee / account holder | $35,828 | $10,905+228.5% | $9,243+287.6% | $10,885+229.1% |