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 | $510,547 | $82,664+517.6% | $125,339+307.3% | $68,494+645.4% |
| Participation rate | 95.5% | 75.0%+20.4pp | 82.4%+13.1pp | 67.9%+27.6pp |
| Annual return | -14.51% | -5.97%-8.5pp | 572.05%-586.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $15,398 | $3,381+355.4% | $4,814+219.9% | $2,596+493.1% |
| Participant deferral / active EE | $14,636 | $6,110+139.5% | $7,446+96.5% | $4,027+263.4% |
| Admin fee / account holder | $136,786 | $6,275+2079.7% | $10,010+1266.6% | $5,403+2431.8% |