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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,879 | $57,281+414.8% | $86,612+240.5% | $75,163+292.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.21% | 2670.75%-2652.5pp | 591.07%-572.9pp | 160.62%-142.4pp |
| Employer contribution / active EE | $27,773 | $2,314+1100.0% | $3,022+818.9% | $2,670+940.3% |
| Participant deferral / active EE | $13,772 | $3,318+315.1% | $4,438+210.3% | $4,125+233.9% |
| Admin fee / account holder | $35,343 | $4,112+759.6% | $5,614+529.5% | $5,651+525.4% |