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 | $289,724 | $185,822+55.9% | $169,993+70.4% | $139,434+107.8% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 7.69% | 60.50%-52.8pp | 53.37%-45.7pp | 372.94%-365.2pp |
| Employer contribution / active EE | $2,485 | $7,590-67.3% | $6,785-63.4% | $4,751-47.7% |
| Participant deferral / active EE | $6,022 | $11,622-48.2% | $10,408-42.1% | $6,710-10.3% |
| Admin fee / account holder | $1,687 | $15,381-89.0% | $12,815-86.8% | $11,403-85.2% |