Filed March 12, 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 | $254,044 | $209,832+21.1% | $189,513+34.1% | $167,490+51.7% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 11.92% | 748.27%-736.4pp | 555.15%-543.2pp | 478.56%-466.6pp |
| Employer contribution / active EE | $3,754 | $6,914-45.7% | $6,162-39.1% | $4,837-22.4% |
| Participant deferral / active EE | $9,328 | $8,935+4.4% | $8,221+13.5% | $6,341+47.1% |
| Admin fee / account holder | $13,855 | $14,293-3.1% | $12,045+15.0% | $12,309+12.6% |