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 7-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 | $590,930 | $76,000+677.5% | $154,107+283.5% | $64,186+820.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.74% | 30.32%-34.1pp | 735.12%-738.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $29,892 | $3,351+792.1% | $5,298+464.3% | $2,381+1155.5% |
| Participant deferral / active EE | $15,448 | $3,175+386.5% | $5,081+204.1% | $3,470+345.3% |
| Admin fee / account holder | $40,596 | $5,596+625.4% | $13,411+202.7% | $4,888+730.5% |