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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $545,835 | $109,881+396.8% | $150,045+263.8% | $84,808+543.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 11.53% | 28.25%-16.7pp | 62.55%-51.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $15,549 | $3,561+336.6% | $4,693+231.3% | $2,631+491.0% |
| Participant deferral / active EE | $10,221 | $6,636+54.0% | $7,997+27.8% | $4,212+142.7% |
| Admin fee / account holder | $50,433 | $8,568+488.6% | $13,435+275.4% | $7,344+586.7% |