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 | $413,378 | $77,813+431.2% | $123,544+234.6% | $64,186+544.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 8.89% | 12.48%-3.6pp | 119.20%-110.3pp | 7.63%+1.3pp |
| Employer contribution / active EE | $12,435 | $3,014+312.6% | $4,628+168.7% | $2,381+422.3% |
| Participant deferral / active EE | $9,466 | $5,240+80.6% | $6,426+47.3% | $3,470+172.8% |
| Admin fee / account holder | $19,632 | $5,519+255.7% | $9,284+111.5% | $4,888+301.6% |