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 | $301,148 | $78,705+282.6% | $117,854+155.5% | $70,131+329.4% |
| Participation rate | 94.3% | 73.2%+21.1pp | 79.7%+14.6pp | 69.5%+24.7pp |
| Annual return | 13.67% | 23.30%-9.6pp | 335.08%-321.4pp | 73.14%-59.5pp |
| Employer contribution / active EE | $16,744 | $2,223+653.1% | $3,786+342.2% | $2,342+614.8% |
| Participant deferral / active EE | $6,682 | $3,297+102.6% | $4,482+49.1% | $3,332+100.5% |
| Admin fee / account holder | $14,511 | $5,065+186.5% | $8,020+80.9% | $4,645+212.4% |