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 | $196,888 | $81,632+141.2% | $70,449+179.5% | $158,922+23.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.18% | 208.40%-193.2pp | 109.03%-93.8pp | 302.83%-287.6pp |
| Employer contribution / active EE | $8,638 | $3,217+168.5% | $2,737+215.6% | $4,761+81.4% |
| Participant deferral / active EE | $9,262 | $4,554+103.4% | $3,709+149.7% | $5,982+54.8% |
| Admin fee / account holder | $1,400 | $6,193-77.4% | $3,845-63.6% | $11,246-87.6% |