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 | $274,996 | $91,538+200.4% | $129,995+111.5% | $75,163+265.9% |
| Participation rate | 70.8% | 71.4%-0.7pp | 78.5%-7.7pp | 67.2%+3.6pp |
| Annual return | 28.45% | -631.11%+659.6pp | -137.18%+165.6pp | 160.62%-132.2pp |
| Employer contribution / active EE | $3,074 | $2,845+8.0% | $4,320-28.8% | $2,670+15.1% |
| Participant deferral / active EE | $7,395 | $4,341+70.4% | $5,820+27.1% | $4,125+79.3% |
| Admin fee / account holder | $4,658 | $6,790-31.4% | $10,614-56.1% | $5,651-17.6% |