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 | $444,725 | $72,177+516.2% | $115,037+286.6% | $59,632+645.8% |
| Participation rate | 95.0% | 72.6%+22.4pp | 81.4%+13.6pp | 68.7%+26.3pp |
| Annual return | -0.92% | 12.02%-12.9pp | 26.14%-27.1pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $15,452 | $2,841+443.9% | $4,608+235.3% | $2,203+601.5% |
| Participant deferral / active EE | $9,503 | $4,783+98.7% | $6,026+57.7% | $3,192+197.7% |
| Admin fee / account holder | $53,381 | $4,927+983.5% | $8,175+553.0% | $4,297+1142.3% |