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 | $209,559 | $84,696+147.4% | $75,696+176.8% | $167,490+25.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 12.47% | 199.36%-186.9pp | 104.53%-92.1pp | 478.56%-466.1pp |
| Employer contribution / active EE | $6,552 | $3,230+102.9% | $2,743+138.9% | $4,837+35.4% |
| Participant deferral / active EE | $8,509 | $4,580+85.8% | $3,821+122.7% | $6,341+34.2% |
| Admin fee / account holder | $5,444 | $5,355+1.7% | $3,619+50.4% | $12,309-55.8% |