Filed January 27, 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 | $327,795 | $148,978+120.0% | $200,582+63.4% | $84,808+286.5% |
| Participation rate | 97.8% | 84.2%+13.6pp | 86.9%+10.9pp | 68.3%+29.5pp |
| Annual return | 13.93% | 28.16%-14.2pp | 42.33%-28.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $6,624 | $4,815+37.6% | $6,419+3.2% | $2,631+151.8% |
| Participant deferral / active EE | $7,468 | $7,142+4.6% | $9,331-20.0% | $4,212+77.3% |
| Admin fee / account holder | $20,365 | $13,977+45.7% | $16,305+24.9% | $7,344+177.3% |