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 | $1,180,790 | $175,202+574.0% | $149,673+688.9% | $139,434+746.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.43% | 166.71%-141.3pp | 134.42%-109.0pp | 372.94%-347.5pp |
| Employer contribution / active EE | $37,598 | $5,474+586.8% | $4,818+680.4% | $4,751+691.4% |
| Participant deferral / active EE | $21,236 | $6,519+225.8% | $5,680+273.9% | $6,710+216.5% |
| Admin fee / account holder | $143,723 | $16,150+789.9% | $13,210+988.0% | $11,403+1160.5% |