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 | $524,739 | $77,634+575.9% | $156,549+235.2% | $62,891+734.4% |
| Participation rate | 98.0% | 71.2%+26.8pp | 84.0%+14.0pp | 69.3%+28.7pp |
| Annual return | 8.23% | 50.32%-42.1pp | 32.23%-24.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $24,568 | $3,444+613.4% | $5,501+346.6% | $2,281+977.1% |
| Participant deferral / active EE | $10,087 | $3,045+231.2% | $4,871+107.1% | $3,203+214.9% |
| Admin fee / account holder | $20,554 | $5,561+269.6% | $13,027+57.8% | $4,296+378.5% |