Filed March 22, 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 | $292,738 | $138,385+111.5% | $184,200+58.9% | $80,874+262.0% |
| Participation rate | 98.0% | 83.9%+14.1pp | 86.8%+11.2pp | 67.6%+30.4pp |
| Annual return | 11.77% | 20.02%-8.3pp | 28.80%-17.0pp | 35.62%-23.8pp |
| Employer contribution / active EE | $18,992 | $4,849+291.6% | $6,424+195.6% | $2,756+589.2% |
| Participant deferral / active EE | $6,412 | $7,073-9.3% | $9,132-29.8% | $4,297+49.2% |
| Admin fee / account holder | $13,705 | $10,483+30.7% | $13,907-1.5% | $6,935+97.6% |