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 | $102,317+587.5% | $146,958+378.7% | $80,856+770.0% |
| Participation rate | 98.0% | 75.8%+22.1pp | 82.2%+15.8pp | 67.6%+30.3pp |
| Annual return | 13.41% | 134.76%-121.4pp | 418.34%-404.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $13,470 | $3,713+262.8% | $4,933+173.1% | $2,755+388.9% |
| Participant deferral / active EE | $17,207 | $6,644+159.0% | $8,070+113.2% | $4,296+300.6% |
| Admin fee / account holder | $119,420 | $7,941+1403.8% | $12,998+818.7% | $6,918+1626.2% |