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 | $263,332 | $82,664+218.6% | $125,339+110.1% | $68,494+284.5% |
| Participation rate | 96.1% | 75.0%+21.0pp | 82.4%+13.7pp | 67.9%+28.2pp |
| Annual return | -9.09% | -5.97%-3.1pp | 572.05%-581.1pp | -7.84%-1.2pp |
| Employer contribution / active EE | $6,434 | $3,381+90.3% | $4,814+33.7% | $2,596+147.8% |
| Participant deferral / active EE | $10,434 | $6,110+70.8% | $7,446+40.1% | $4,027+159.1% |
| Admin fee / account holder | $121,781 | $6,275+1840.6% | $10,010+1116.7% | $5,403+2154.1% |