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 | $493,659 | $102,317+382.5% | $146,958+235.9% | $80,856+510.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 23.65% | 134.76%-111.1pp | 418.34%-394.7pp | 35.59%-11.9pp |
| Employer contribution / active EE | $11,302 | $3,713+204.4% | $4,933+129.1% | $2,755+310.3% |
| Participant deferral / active EE | $9,756 | $6,644+46.8% | $8,070+20.9% | $4,296+127.1% |
| Admin fee / account holder | $46,221 | $7,941+482.0% | $12,998+255.6% | $6,918+568.1% |