Filed January 1, 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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,559 | $77,419+119.0% | $69,455+144.1% | $152,861+10.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 19.06% | 39.06%-20.0pp | 28.97%-9.9pp | 345.32%-326.3pp |
| Employer contribution / active EE | $6,923 | $3,315+108.8% | $2,779+149.1% | $4,762+45.4% |
| Participant deferral / active EE | $8,458 | $4,414+91.6% | $3,535+139.2% | $5,850+44.6% |
| Admin fee / account holder | $1,026 | $6,207-83.5% | $3,839-73.3% | $11,596-91.1% |