Filed August 6, 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 | $321,864 | $64,839+396.4% | $95,585+236.7% | $84,808+279.5% |
| Participation rate | 71.4% | 63.8%+7.6pp | 72.1%-0.6pp | 68.3%+3.1pp |
| Annual return | 16.39% | -670.96%+687.3pp | 38.56%-22.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,211 | $1,759+25.7% | $2,527-12.5% | $2,631-16.0% |
| Participant deferral / active EE | $8,704 | $2,965+193.6% | $4,023+116.4% | $4,212+106.7% |
| Admin fee / account holder | $6,952 | $5,964+16.6% | $6,127+13.5% | $7,344-5.3% |