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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $739,439 | $171,865+330.2% | $149,718+393.9% | $147,584+401.0% |
| Participation rate | 92.3% | 88.2%+4.1pp | 87.1%+5.2pp | 82.8%+9.5pp |
| Annual return | 19.85% | 2113.22%-2093.4pp | 1501.63%-1481.8pp | 578.55%-558.7pp |
| Employer contribution / active EE | $14,156 | $6,275+125.6% | $5,445+160.0% | $4,876+190.3% |
| Participant deferral / active EE | $0 | $7,271-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $27,503 | $13,799+99.3% | $11,283+143.8% | $10,885+152.7% |