Filed March 8, 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 | $262,329 | $106,749+145.7% | $145,433+80.4% | $82,448+218.2% |
| Participation rate | 75.6% | 75.6%-0.1pp | 82.1%-6.5pp | 68.1%+7.5pp |
| Annual return | 17.20% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,957 | $3,444-43.2% | $4,554-57.0% | $2,551-23.3% |
| Participant deferral / active EE | $8,884 | $6,519+36.3% | $7,897+12.5% | $4,139+114.6% |
| Admin fee / account holder | $12,052 | $8,390+43.6% | $13,129-8.2% | $7,234+66.6% |