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 | $380,863 | $192,717+97.6% | $142,449+167.4% | $139,434+173.1% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 19.28% | 17.99%+1.3pp | 19.99%-0.7pp | 372.94%-353.7pp |
| Employer contribution / active EE | $14,632 | $5,806+152.0% | $4,847+201.8% | $4,751+208.0% |
| Participant deferral / active EE | $5,305 | $7,208-26.4% | $6,283-15.6% | $6,710-20.9% |
| Admin fee / account holder | $1,160 | $15,124-92.3% | $10,011-88.4% | $11,403-89.8% |