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 | $277,306 | $125,758+120.5% | $169,993+63.1% | $75,163+268.9% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.0%+9.6pp | 67.2%+29.4pp |
| Annual return | 19.18% | 27.20%-8.0pp | 53.37%-34.2pp | 160.62%-141.4pp |
| Employer contribution / active EE | $8,462 | $4,615+83.4% | $6,785+24.7% | $2,670+217.0% |
| Participant deferral / active EE | $5,417 | $6,837-20.8% | $10,408-48.0% | $4,125+31.3% |
| Admin fee / account holder | $16,331 | $8,173+99.8% | $12,815+27.4% | $5,651+189.0% |