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 | $340,871 | $180,028+89.3% | $138,135+146.8% | $158,922+114.5% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 19.68% | 21.68%-2.0pp | 20.51%-0.8pp | 302.83%-283.1pp |
| Employer contribution / active EE | $12,758 | $7,470+70.8% | $5,587+128.4% | $4,761+168.0% |
| Participant deferral / active EE | $4,636 | $7,717-39.9% | $6,431-27.9% | $5,982-22.5% |
| Admin fee / account holder | $2,585 | $17,912-85.6% | $11,856-78.2% | $11,246-77.0% |