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 | $290,440 | $137,414+111.4% | $189,513+53.3% | $85,850+238.3% |
| Participation rate | 96.4% | 84.6%+11.8pp | 87.8%+8.6pp | 69.3%+27.1pp |
| Annual return | 16.08% | 38.14%-22.1pp | 555.15%-539.1pp | 318.53%-302.5pp |
| Employer contribution / active EE | $7,267 | $4,344+67.3% | $6,162+17.9% | $2,565+183.3% |
| Participant deferral / active EE | $4,796 | $6,260-23.4% | $8,221-41.7% | $3,952+21.4% |
| Admin fee / account holder | $65,118 | $8,630+654.6% | $12,045+440.6% | $6,260+940.2% |