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 | $262,064 | $106,515+146.0% | $96,683+171.1% | $139,434+87.9% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 20.27% | 38.43%-18.2pp | 35.69%-15.4pp | 372.94%-352.7pp |
| Employer contribution / active EE | $5,108 | $4,103+24.5% | $3,737+36.7% | $4,751+7.5% |
| Participant deferral / active EE | $6,901 | $5,454+26.5% | $4,878+41.5% | $6,710+2.8% |
| Admin fee / account holder | $1,008 | $7,877-87.2% | $6,730-85.0% | $11,403-91.2% |