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 | $616,606 | $202,318+204.8% | $172,739+257.0% | $152,861+303.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.56% | 1029.65%-1007.1pp | 802.84%-780.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $6,571 | $5,856+12.2% | $5,143+27.8% | $4,762+38.0% |
| Participant deferral / active EE | $10,140 | $5,948+70.5% | $5,198+95.1% | $5,850+73.3% |
| Admin fee / account holder | $391 | $17,109-97.7% | $13,954-97.2% | $11,596-96.6% |