Filed October 18, 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 | $395,705 | $176,056+124.8% | $159,436+148.2% | $167,490+136.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.75% | 331.75%-317.0pp | 263.57%-248.8pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,445 | $5,297-53.8% | $4,829-49.4% | $4,837-49.5% |
| Participant deferral / active EE | $8,663 | $7,750+11.8% | $7,352+17.8% | $6,341+36.6% |
| Admin fee / account holder | $4,042 | $12,554-67.8% | $10,799-62.6% | $12,309-67.2% |