Filed November 4, 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 | $252,840 | $171,164+47.7% | $127,761+97.9% | $152,861+65.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 26.28% | 23.54%+2.7pp | 26.14%+0.1pp | 345.32%-319.0pp |
| Employer contribution / active EE | $10,873 | $5,447+99.6% | $4,574+137.7% | $4,762+128.3% |
| Participant deferral / active EE | $4,424 | $7,038-37.1% | $6,021-26.5% | $5,850-24.4% |
| Admin fee / account holder | $357 | $14,530-97.5% | $9,395-96.2% | $11,596-96.9% |