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.)
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 | $379,717 | $183,963+106.4% | $162,163+134.2% | $152,861+148.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 4.79% | 150.76%-146.0pp | 115.59%-110.8pp | 345.32%-340.5pp |
| Employer contribution / active EE | $18,105 | $6,371+184.2% | $5,614+222.5% | $4,762+280.2% |
| Participant deferral / active EE | $12,699 | $8,034+58.1% | $7,298+74.0% | $5,850+117.1% |
| Admin fee / account holder | $434 | $13,121-96.7% | $10,843-96.0% | $11,596-96.3% |