Filed December 21, 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 | $650,904 | $135,635+379.9% | $110,238+490.5% | $135,375+380.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.92% | 513.19%-516.1pp | 314.74%-317.7pp | 519.73%-522.7pp |
| Employer contribution / active EE | $19,373 | $4,906+294.9% | $3,826+406.3% | $4,779+305.4% |
| Participant deferral / active EE | $10,094 | $5,506+83.3% | $4,672+116.1% | $5,609+80.0% |
| Admin fee / account holder | $19,284 | $11,457+68.3% | $8,547+125.6% | $10,827+78.1% |