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 | $742,404 | $209,411+254.5% | $178,490+315.9% | $158,922+367.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.01% | 188.75%-170.7pp | 151.07%-133.1pp | 302.83%-284.8pp |
| Employer contribution / active EE | $5,833 | $5,706+2.2% | $5,011+16.4% | $4,761+22.5% |
| Participant deferral / active EE | $11,341 | $5,954+90.5% | $5,202+118.0% | $5,982+89.6% |
| Admin fee / account holder | $4,819 | $17,074-71.8% | $13,984-65.5% | $11,246-57.1% |