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 10-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 | $286,253 | $89,355+220.4% | $141,162+102.8% | $72,985+292.2% |
| Participation rate | 92.7% | 75.1%+17.6pp | 82.5%+10.3pp | 69.5%+23.2pp |
| Annual return | -1.41% | 111.85%-113.3pp | 71.39%-72.8pp | 81.00%-82.4pp |
| Employer contribution / active EE | $5,384 | $3,114+72.9% | $4,735+13.7% | $2,440+120.7% |
| Participant deferral / active EE | $7,750 | $5,418+43.0% | $6,709+15.5% | $3,607+114.8% |
| Admin fee / account holder | $14,329 | $5,958+140.5% | $10,261+39.6% | $5,124+179.6% |