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 | $295,632 | $98,750+199.4% | $149,696+97.5% | $79,858+270.2% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.5%+15.6pp | 69.6%+28.5pp |
| Annual return | -3.68% | 27.43%-31.1pp | 276.60%-280.3pp | 31.71%-35.4pp |
| Employer contribution / active EE | $5,953 | $3,216+85.1% | $4,644+28.2% | $2,471+140.9% |
| Participant deferral / active EE | $8,890 | $5,680+56.5% | $6,842+29.9% | $3,740+137.7% |
| Admin fee / account holder | $9,779 | $6,053+61.6% | $9,309+5.0% | $5,306+84.3% |