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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,468 | $162,781+58.8% | $133,956+93.0% | $158,922+62.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -1.99% | 41.94%-43.9pp | 45.09%-47.1pp | 302.83%-304.8pp |
| Employer contribution / active EE | $4,935 | $4,975-0.8% | $3,919+25.9% | $4,761+3.7% |
| Participant deferral / active EE | $15,232 | $5,911+157.7% | $5,048+201.8% | $5,982+154.6% |
| Admin fee / account holder | $217,121 | $11,736+1750.0% | $8,927+2332.1% | $11,246+1830.7% |