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 | $1,814,705 | $167,307+984.7% | $143,757+1162.3% | $134,475+1249.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -4.38% | 0.46%-4.8pp | -0.04%-4.3pp | 417.96%-422.3pp |
| Employer contribution / active EE | $28,733 | $5,619+411.3% | $4,951+480.4% | $4,740+506.2% |
| Participant deferral / active EE | $15,301 | $6,446+137.4% | $5,637+171.4% | $6,400+139.1% |
| Admin fee / account holder | $58,050 | $18,088+220.9% | $14,673+295.6% | $11,426+408.1% |