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 9-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 | $1,731,147 | $181,894+851.7% | $156,549+1005.8% | $273,961+531.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -6.04% | 30.74%-36.8pp | 32.23%-38.3pp | 41.45%-47.5pp |
| Employer contribution / active EE | $27,633 | $6,248+342.3% | $5,501+402.3% | $4,869+467.6% |
| Participant deferral / active EE | $17,970 | $5,550+223.8% | $4,871+268.9% | $5,287+239.9% |
| Admin fee / account holder | $11,585 | $15,559-25.5% | $13,027-11.1% | $10,132+14.3% |