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 | $454,568 | $175,202+159.5% | $149,673+203.7% | $139,434+226.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.52% | 166.71%-142.2pp | 134.42%-109.9pp | 372.94%-348.4pp |
| Employer contribution / active EE | $12,392 | $5,474+126.4% | $4,818+157.2% | $4,751+160.8% |
| Participant deferral / active EE | $14,986 | $6,519+129.9% | $5,680+163.8% | $6,710+123.3% |
| Admin fee / account holder | $1,132 | $16,150-93.0% | $13,210-91.4% | $11,403-90.1% |