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.)
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 | $283,399 | $175,600+61.4% | $129,110+119.5% | $134,475+110.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -20.64% | -11.39%-9.2pp | -10.94%-9.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $13,700 | $6,355+115.6% | $5,052+171.2% | $4,740+189.1% |
| Participant deferral / active EE | $7,502 | $7,975-5.9% | $6,542+14.7% | $6,400+17.2% |
| Admin fee / account holder | $37,633 | $23,567+59.7% | $14,302+163.1% | $11,426+229.4% |