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 | $630,885 | $80,717+681.6% | $154,803+307.5% | $84,808+643.9% |
| Participation rate | 97.2% | 66.8%+30.4pp | 78.1%+19.2pp | 68.3%+28.9pp |
| Annual return | 16.00% | 37.96%-22.0pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $31,122 | $2,761+1027.1% | $4,305+622.8% | $2,631+1082.9% |
| Participant deferral / active EE | $14,314 | $3,303+333.3% | $5,540+158.3% | $4,212+239.9% |
| Admin fee / account holder | $123,828 | $6,746+1735.7% | $14,329+764.2% | $7,344+1586.2% |