Filed June 23, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,469 | $63,355+304.8% | $91,989+178.8% | $72,985+251.4% |
| Participation rate | 92.0% | 72.5%+19.5pp | 78.6%+13.4pp | 69.5%+22.5pp |
| Annual return | 21.01% | 35.35%-14.3pp | 69.02%-48.0pp | 81.00%-60.0pp |
| Employer contribution / active EE | $4,062 | $2,116+92.0% | $3,452+17.7% | $2,440+66.5% |
| Participant deferral / active EE | $12,280 | $4,883+151.5% | $5,923+107.3% | $3,607+240.4% |
| Admin fee / account holder | $2,106 | $4,668-54.9% | $7,743-72.8% | $5,124-58.9% |