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 | $481,982 | $105,181+358.2% | $159,436+202.3% | $85,850+461.4% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.8%+15.1pp | 69.3%+28.6pp |
| Annual return | 20.41% | 45.07%-24.7pp | 263.57%-243.2pp | 318.53%-298.1pp |
| Employer contribution / active EE | $13,596 | $3,318+309.7% | $4,829+181.5% | $2,565+430.1% |
| Participant deferral / active EE | $10,627 | $5,945+78.8% | $7,352+44.6% | $3,952+168.9% |
| Admin fee / account holder | $38,012 | $6,933+448.3% | $10,799+252.0% | $6,260+507.2% |