Filed March 31, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,610 | $99,985+165.6% | $146,665+81.1% | $85,850+209.4% |
| Participation rate | 78.6% | 73.1%+5.5pp | 80.1%-1.5pp | 69.3%+9.3pp |
| Annual return | 10.75% | 18.93%-8.2pp | 22.74%-12.0pp | 318.53%-307.8pp |
| Employer contribution / active EE | $6,018 | $2,559+135.2% | $4,136+45.5% | $2,565+134.6% |
| Participant deferral / active EE | $4,472 | $4,006+11.6% | $5,506-18.8% | $3,952+13.2% |
| Admin fee / account holder | $12,551 | $7,702+63.0% | $10,280+22.1% | $6,260+100.5% |