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 | $269,603 | $209,832+28.5% | $189,513+42.3% | $167,490+61.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 4.65% | 748.27%-743.6pp | 555.15%-550.5pp | 478.56%-473.9pp |
| Employer contribution / active EE | $2,622 | $6,914-62.1% | $6,162-57.4% | $4,837-45.8% |
| Participant deferral / active EE | $7,038 | $8,935-21.2% | $8,221-14.4% | $6,341+11.0% |
| Admin fee / account holder | $40,505 | $14,293+183.4% | $12,045+236.3% | $12,309+229.1% |