Filed March 29, 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 | $267,858 | $160,055+67.4% | $140,016+91.3% | $135,375+97.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.62% | 911.38%-921.0pp | 651.12%-660.7pp | 519.73%-529.4pp |
| Employer contribution / active EE | $13,364 | $6,420+108.2% | $5,606+138.4% | $4,779+179.7% |
| Participant deferral / active EE | $13,724 | $7,642+79.6% | $6,927+98.1% | $5,609+144.7% |
| Admin fee / account holder | $600 | $13,328-95.5% | $10,705-94.4% | $10,827-94.5% |