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 | $327,859 | $58,208+463.3% | $81,812+300.7% | $80,856+305.5% |
| Participation rate | 98.1% | 63.4%+34.7pp | 72.3%+25.8pp | 67.6%+30.5pp |
| Annual return | 15.72% | 41.66%-25.9pp | 773.79%-758.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $24,031 | $2,340+927.0% | $2,912+725.2% | $2,755+772.3% |
| Participant deferral / active EE | $12,616 | $3,281+284.5% | $4,319+192.1% | $4,296+193.7% |
| Admin fee / account holder | $21,099 | $4,981+323.6% | $7,386+185.7% | $6,918+205.0% |