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 | $377,472 | $138,347+172.8% | $184,203+104.9% | $80,856+366.8% |
| Participation rate | 96.0% | 83.9%+12.1pp | 86.8%+9.2pp | 67.6%+28.4pp |
| Annual return | 16.98% | 20.02%-3.0pp | 28.81%-11.8pp | 35.59%-18.6pp |
| Employer contribution / active EE | $10,724 | $4,850+121.1% | $6,427+66.9% | $2,755+289.3% |
| Participant deferral / active EE | $7,167 | $7,071+1.4% | $9,131-21.5% | $4,296+66.8% |
| Admin fee / account holder | $6,645 | $10,483-36.6% | $13,901-52.2% | $6,918-3.9% |