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 | $306,198 | $102,317+199.3% | $146,958+108.4% | $80,856+278.7% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 20.55% | 134.76%-114.2pp | 418.34%-397.8pp | 35.59%-15.0pp |
| Employer contribution / active EE | $6,343 | $3,713+70.8% | $4,933+28.6% | $2,755+130.2% |
| Participant deferral / active EE | $9,702 | $6,644+46.0% | $8,070+20.2% | $4,296+125.8% |
| Admin fee / account holder | $8,196 | $7,941+3.2% | $12,998-36.9% | $6,918+18.5% |