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 | $276,411 | $152,587+81.1% | $125,175+120.8% | $152,861+80.8% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 23.80% | 54.84%-31.0pp | 43.79%-20.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,819 | $4,946-63.2% | $3,865-52.9% | $4,762-61.8% |
| Participant deferral / active EE | $12,575 | $5,868+114.3% | $4,937+154.7% | $5,850+114.9% |
| Admin fee / account holder | $97,769 | $13,434+627.8% | $9,702+907.7% | $11,596+743.1% |