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 | $1,213,727 | $202,318+499.9% | $172,739+602.6% | $152,861+694.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 4.22% | 1029.65%-1025.4pp | 802.84%-798.6pp | 345.32%-341.1pp |
| Employer contribution / active EE | $20,857 | $5,856+256.2% | $5,143+305.6% | $4,762+338.0% |
| Participant deferral / active EE | $14,679 | $5,948+146.8% | $5,198+182.4% | $5,850+150.9% |
| Admin fee / account holder | $1,166,588 | $17,109+6718.7% | $13,954+8260.3% | $11,596+9959.9% |