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 | $334,603 | $217,402+53.9% | $185,823+80.1% | $167,490+99.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.98% | 148.36%-137.4pp | 122.05%-111.1pp | 478.56%-467.6pp |
| Employer contribution / active EE | $7,935 | $5,873+35.1% | $5,167+53.6% | $4,837+64.0% |
| Participant deferral / active EE | $5,325 | $6,356-16.2% | $5,568-4.4% | $6,341-16.0% |
| Admin fee / account holder | $3,062 | $19,811-84.5% | $16,237-81.1% | $12,309-75.1% |