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 | $275,871 | $168,632+63.6% | $147,614+86.9% | $125,391+120.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.35% | 77.65%-80.0pp | 61.98%-64.3pp | 282.22%-284.6pp |
| Employer contribution / active EE | $6,744 | $6,252+7.9% | $5,564+21.2% | $4,866+38.6% |
| Participant deferral / active EE | $7,047 | $5,507+28.0% | $4,895+44.0% | $5,352+31.7% |
| Admin fee / account holder | $255,705 | $13,580+1783.0% | $11,611+2102.2% | $9,540+2580.2% |