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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $409,580 | $105,181+289.4% | $159,436+156.9% | $85,850+377.1% |
| Participation rate | 97.8% | 75.8%+22.1pp | 82.8%+15.0pp | 69.3%+28.5pp |
| Annual return | 29.76% | 45.07%-15.3pp | 263.57%-233.8pp | 318.53%-288.8pp |
| Employer contribution / active EE | $5,789 | $3,318+74.5% | $4,829+19.9% | $2,565+125.7% |
| Participant deferral / active EE | $11,410 | $5,945+91.9% | $7,352+55.2% | $3,952+188.7% |
| Admin fee / account holder | $7,805 | $6,933+12.6% | $10,799-27.7% | $6,260+24.7% |