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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,010,136 | $198,466+912.8% | $170,442+1079.4% | $147,584+1262.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.96% | 257.29%-243.3pp | 205.93%-192.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $26,750 | $6,184+332.6% | $5,433+392.4% | $4,876+448.6% |
| Participant deferral / active EE | $18,222 | $5,629+223.7% | $4,939+268.9% | $5,439+235.0% |
| Admin fee / account holder | $18,809 | $16,852+11.6% | $13,880+35.5% | $10,885+72.8% |