Filed January 15, 2003
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,673 | $148,534+101.1% | $135,903+119.8% | $139,434+114.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.24% | 79.19%-72.0pp | 68.23%-61.0pp | 372.94%-365.7pp |
| Employer contribution / active EE | $5,932 | $5,243+13.1% | $4,856+22.1% | $4,751+24.9% |
| Participant deferral / active EE | $9,261 | $8,100+14.3% | $7,758+19.4% | $6,710+38.0% |
| Admin fee / account holder | $6,696 | $12,400-46.0% | $10,762-37.8% | $11,403-41.3% |