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 | $703,472 | $102,382+587.1% | $147,005+378.5% | $80,874+769.8% |
| Participation rate | 98.0% | 75.8%+22.1pp | 82.2%+15.8pp | 67.6%+30.3pp |
| Annual return | 13.41% | 134.89%-121.5pp | 418.76%-405.4pp | 35.62%-22.2pp |
| Employer contribution / active EE | $13,470 | $3,715+262.6% | $4,934+173.0% | $2,756+388.8% |
| Participant deferral / active EE | $17,207 | $6,646+158.9% | $8,070+113.2% | $4,297+300.5% |
| Admin fee / account holder | $119,420 | $7,942+1403.6% | $13,006+818.2% | $6,935+1621.9% |