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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $146,267+124.1% | $197,124+66.3% | $82,448+297.6% |
| Participation rate | 97.8% | 84.0%+13.8pp | 86.7%+11.1pp | 68.1%+29.8pp |
| Annual return | 13.93% | 29.61%-15.7pp | 44.34%-30.4pp | 41.64%-27.7pp |
| Employer contribution / active EE | $6,624 | $4,723+40.2% | $6,227+6.4% | $2,551+159.7% |
| Participant deferral / active EE | $7,468 | $7,035+6.2% | $9,135-18.2% | $4,139+80.4% |
| Admin fee / account holder | $20,365 | $14,422+41.2% | $16,298+25.0% | $7,234+181.5% |