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 | $472,353 | $210,408+124.5% | $153,485+207.8% | $145,922+223.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.90% | 13.37%-0.5pp | 15.65%-2.8pp | 561.29%-548.4pp |
| Employer contribution / active EE | $12,931 | $6,048+113.8% | $5,039+156.6% | $4,660+177.5% |
| Participant deferral / active EE | $5,870 | $7,975-26.4% | $6,757-13.1% | $6,688-12.2% |
| Admin fee / account holder | $11,453 | $19,419-41.0% | $12,724-10.0% | $13,397-14.5% |