Filed November 16, 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 | $611,641 | $98,750+519.4% | $149,696+308.6% | $79,858+665.9% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.5%+11.3pp | 69.6%+24.1pp |
| Annual return | 14.79% | 27.43%-12.6pp | 276.60%-261.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $14,962 | $3,216+365.2% | $4,644+222.2% | $2,471+505.6% |
| Participant deferral / active EE | $14,513 | $5,680+155.5% | $6,842+112.1% | $3,740+288.0% |
| Admin fee / account holder | $60,972 | $6,053+907.4% | $9,309+555.0% | $5,306+1049.1% |