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 | $570,239 | $109,881+419.0% | $150,045+280.0% | $84,808+572.4% |
| Participation rate | 95.7% | 76.1%+19.6pp | 82.3%+13.3pp | 68.3%+27.3pp |
| Annual return | 17.70% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $20,249 | $3,561+468.6% | $4,693+331.5% | $2,631+669.6% |
| Participant deferral / active EE | $18,452 | $6,636+178.1% | $7,997+130.7% | $4,212+338.1% |
| Admin fee / account holder | $53,903 | $8,568+529.1% | $13,435+301.2% | $7,344+634.0% |