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 | $1,411,125 | $183,519+668.9% | $155,509+807.4% | $145,922+867.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.71% | 61.17%-37.5pp | 64.67%-41.0pp | 561.29%-537.6pp |
| Employer contribution / active EE | $40,745 | $5,313+666.9% | $4,672+772.0% | $4,660+774.4% |
| Participant deferral / active EE | $23,053 | $6,462+256.7% | $5,626+309.7% | $6,688+244.7% |
| Admin fee / account holder | $10,905 | $19,313-43.5% | $15,912-31.5% | $13,397-18.6% |