Filed May 25, 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 | $277,847 | $167,484+65.9% | $151,611+83.3% | $134,475+106.6% |
| Participation rate | 90.5% | 88.4%+2.1pp | 87.5%+3.0pp | 81.2%+9.3pp |
| Annual return | -12.19% | 7.80%-20.0pp | 3.33%-15.5pp | 417.96%-430.2pp |
| Employer contribution / active EE | $5,741 | $6,829-15.9% | $6,166-6.9% | $4,740+21.1% |
| Participant deferral / active EE | $6,275 | $8,986-30.2% | $8,363-25.0% | $6,400-2.0% |
| Admin fee / account holder | $80,431 | $13,783+483.6% | $11,616+592.4% | $11,426+603.9% |