Filed October 24, 2003 (most recent of 2 filings on file)
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 | $392,911 | $95,416+311.8% | $185,823+111.4% | $85,850+357.7% |
| Participation rate | 84.1% | 68.8%+15.4pp | 81.7%+2.4pp | 69.3%+14.8pp |
| Annual return | 14.93% | 23.59%-8.7pp | 122.05%-107.1pp | 318.53%-303.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $17,118 | $3,423+400.0% | $5,568+207.4% | $3,952+333.2% |
| Admin fee / account holder | $9,914 | $7,213+37.5% | $16,237-38.9% | $6,260+58.4% |