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 | $524,220 | $185,822+182.1% | $169,993+208.4% | $139,434+276.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.94% | 60.50%-53.6pp | 53.37%-46.4pp | 372.94%-366.0pp |
| Employer contribution / active EE | $12,766 | $7,590+68.2% | $6,785+88.1% | $4,751+168.7% |
| Participant deferral / active EE | $15,646 | $11,622+34.6% | $10,408+50.3% | $6,710+133.2% |
| Admin fee / account holder | $13,604 | $15,381-11.6% | $12,815+6.2% | $11,403+19.3% |