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 | $2,243,878 | $180,449+1143.5% | $154,107+1356.0% | $135,375+1557.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 9.59% | 888.09%-878.5pp | 735.12%-725.5pp | 519.73%-510.1pp |
| Employer contribution / active EE | $32,500 | $6,035+438.5% | $5,298+513.5% | $4,779+580.1% |
| Participant deferral / active EE | $16,719 | $5,806+188.0% | $5,081+229.1% | $5,609+198.1% |
| Admin fee / account holder | $21,077 | $16,143+30.6% | $13,411+57.2% | $10,827+94.7% |