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 | $959,740 | $180,449+431.9% | $154,107+522.8% | $135,375+608.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.06% | 888.09%-889.2pp | 735.12%-736.2pp | 519.73%-520.8pp |
| Employer contribution / active EE | $34,749 | $6,035+475.8% | $5,298+555.9% | $4,779+627.2% |
| Participant deferral / active EE | $20,066 | $5,806+245.6% | $5,081+295.0% | $5,609+257.8% |
| Admin fee / account holder | $7,994 | $16,143-50.5% | $13,411-40.4% | $10,827-26.2% |