Filed February 5, 2003 (most recent of 3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,661 | $65,409+347.4% | $98,442+197.3% | $85,850+240.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 11.23% | 21.76%-10.5pp | 1492.73%-1481.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $25,180 | $2,168+1061.6% | $2,960+750.7% | $2,565+881.6% |
| Participant deferral / active EE | $10,392 | $3,166+228.2% | $4,276+143.0% | $3,952+163.0% |
| Admin fee / account holder | $91,901 | $4,593+1901.1% | $5,949+1444.8% | $6,260+1368.1% |