Filed May 6, 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 | $378,471 | $201,259+88.1% | $184,200+105.5% | $145,959+159.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.07% | 28.98%-4.9pp | 28.80%-4.7pp | 561.95%-537.9pp |
| Employer contribution / active EE | $8,338 | $7,018+18.8% | $6,424+29.8% | $4,661+78.9% |
| Participant deferral / active EE | $14,901 | $9,806+51.9% | $9,132+63.2% | $6,689+122.8% |
| Admin fee / account holder | $11,278 | $16,372-31.1% | $13,907-18.9% | $13,398-15.8% |