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 | $291,283 | $185,822+56.8% | $169,993+71.4% | $139,434+108.9% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 15.76% | 60.50%-44.7pp | 53.37%-37.6pp | 372.94%-357.2pp |
| Employer contribution / active EE | $6,307 | $7,590-16.9% | $6,785-7.0% | $4,751+32.8% |
| Participant deferral / active EE | $7,084 | $11,622-39.0% | $10,408-31.9% | $6,710+5.6% |
| Admin fee / account holder | $56,308 | $15,381+266.1% | $12,815+339.4% | $11,403+393.8% |