Filed October 19, 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 | $266,033 | $217,402+22.4% | $185,823+43.2% | $167,490+58.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.50% | 148.36%-130.9pp | 122.05%-104.5pp | 478.56%-461.1pp |
| Employer contribution / active EE | $13,684 | $5,873+133.0% | $5,167+164.8% | $4,837+182.9% |
| Participant deferral / active EE | $8,169 | $6,356+28.5% | $5,568+46.7% | $6,341+28.8% |
| Admin fee / account holder | $7,076 | $19,811-64.3% | $16,237-56.4% | $12,309-42.5% |