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 | $552,991 | $106,515+419.2% | $96,683+472.0% | $139,434+296.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.38% | 38.43%-17.0pp | 35.69%-14.3pp | 372.94%-351.6pp |
| Employer contribution / active EE | $9,761 | $4,103+137.9% | $3,737+161.2% | $4,751+105.5% |
| Participant deferral / active EE | $6,525 | $5,454+19.6% | $4,878+33.8% | $6,710-2.8% |
| Admin fee / account holder | $3,657 | $7,877-53.6% | $6,730-45.7% | $11,403-67.9% |