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 | $377,104 | $54,705+589.3% | $71,209+429.6% | $84,808+344.7% |
| Participation rate | 94.6% | 64.1%+30.6pp | 73.8%+20.9pp | 68.3%+26.3pp |
| Annual return | 17.32% | 35.90%-18.6pp | 282.51%-265.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $26,738 | $2,158+1139.1% | $2,721+882.7% | $2,631+916.3% |
| Participant deferral / active EE | $13,258 | $3,030+337.5% | $4,175+217.5% | $4,212+214.8% |
| Admin fee / account holder | $30,036 | $4,863+517.6% | $5,349+461.5% | $7,344+309.0% |