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 | $387,508 | $81,248+376.9% | $155,509+149.2% | $80,856+379.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | -2.87% | 33.31%-36.2pp | 64.67%-67.5pp | 35.59%-38.5pp |
| Employer contribution / active EE | $35,892 | $3,100+1057.7% | $4,672+668.2% | $2,755+1202.9% |
| Participant deferral / active EE | $8,981 | $3,452+160.2% | $5,626+59.6% | $4,296+109.1% |
| Admin fee / account holder | $51,976 | $7,997+549.9% | $15,912+226.6% | $6,918+651.3% |