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 | $364,263 | $214,378+69.9% | $200,582+81.6% | $142,382+155.8% |
| Participation rate | 95.0% | 87.4%+7.6pp | 86.9%+8.1pp | 80.1%+14.9pp |
| Annual return | 15.46% | 46.41%-31.0pp | 42.33%-26.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $7,672 | $6,841+12.1% | $6,419+19.5% | $4,299+78.4% |
| Participant deferral / active EE | $8,843 | $9,865-10.4% | $9,331-5.2% | $6,507+35.9% |
| Admin fee / account holder | $2,514 | $17,692-85.8% | $16,305-84.6% | $12,624-80.1% |