Filed November 12, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,590 | $183,963+40.6% | $162,163+59.5% | $152,861+69.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 9.45% | 150.76%-141.3pp | 115.59%-106.1pp | 345.32%-335.9pp |
| Employer contribution / active EE | $2,260 | $6,371-64.5% | $5,614-59.7% | $4,762-52.6% |
| Participant deferral / active EE | $8,327 | $8,034+3.7% | $7,298+14.1% | $5,850+42.3% |
| Admin fee / account holder | $2,251 | $13,121-82.8% | $10,843-79.2% | $11,596-80.6% |