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 | $1,130,970 | $138,065+719.2% | $123,544+815.4% | $135,375+735.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.46% | 153.68%-157.1pp | 119.20%-122.7pp | 519.73%-523.2pp |
| Employer contribution / active EE | $23,027 | $5,151+347.0% | $4,628+397.6% | $4,779+381.9% |
| Participant deferral / active EE | $18,008 | $6,799+164.9% | $6,426+180.3% | $5,609+221.1% |
| Admin fee / account holder | $187,833 | $10,916+1620.7% | $9,284+1923.2% | $10,827+1634.9% |