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 | $1,092,015 | $183,519+495.0% | $155,509+602.2% | $145,922+648.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 116.47% | 61.17%+55.3pp | 64.67%+51.8pp | 561.29%-444.8pp |
| Employer contribution / active EE | $24,218 | $5,313+355.8% | $4,672+418.3% | $4,660+419.7% |
| Participant deferral / active EE | $27,850 | $6,462+331.0% | $5,626+395.0% | $6,688+316.4% |
| Admin fee / account holder | $1,609 | $19,313-91.7% | $15,912-89.9% | $13,397-88.0% |