Filed September 30, 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 | $758,212 | $84,233+800.1% | $170,442+344.9% | $70,131+981.1% |
| Participation rate | 97.4% | 70.8%+26.6pp | 83.6%+13.8pp | 69.5%+27.9pp |
| Annual return | 13.08% | 23.06%-10.0pp | 205.93%-192.8pp | 73.14%-60.1pp |
| Employer contribution / active EE | $52,808 | $3,387+1459.2% | $5,433+872.0% | $2,342+2154.4% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,679 | $5,698-35.4% | $13,880-73.5% | $4,645-20.8% |