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 | $311,456 | $60,892+411.5% | $82,389+278.0% | $84,808+267.3% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 17.65% | 37.29%-19.6pp | 28.67%-11.0pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,648 | $1,779+105.0% | $2,517+44.9% | $2,631+38.6% |
| Participant deferral / active EE | $8,541 | $3,179+168.7% | $4,155+105.6% | $4,212+102.8% |
| Admin fee / account holder | $6,142 | $5,467+12.3% | $7,231-15.1% | $7,344-16.4% |