Filed May 12, 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 | $264,081 | $99,985+164.1% | $146,665+80.1% | $85,850+207.6% |
| Participation rate | 81.8% | 73.1%+8.8pp | 80.1%+1.7pp | 69.3%+12.5pp |
| Annual return | 16.70% | 18.93%-2.2pp | 22.74%-6.0pp | 318.53%-301.8pp |
| Employer contribution / active EE | $3,050 | $2,559+19.2% | $4,136-26.3% | $2,565+18.9% |
| Participant deferral / active EE | $8,100 | $4,006+102.2% | $5,506+47.1% | $3,952+105.0% |
| Admin fee / account holder | $4,085 | $7,702-47.0% | $10,280-60.3% | $6,260-34.7% |