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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $333,696 | $159,901+108.7% | $146,958+127.1% | $145,922+128.7% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.6pp |
| Annual return | 24.57% | 98.13%-73.6pp | 418.34%-393.8pp | 561.29%-536.7pp |
| Employer contribution / active EE | $5,281 | $5,286-0.1% | $4,933+7.1% | $4,660+13.3% |
| Participant deferral / active EE | $10,310 | $8,428+22.3% | $8,070+27.8% | $6,688+54.2% |
| Admin fee / account holder | $19,816 | $15,044+31.7% | $12,998+52.5% | $13,397+47.9% |