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.)
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 | $266,127 | $115,882+129.7% | $100,516+164.8% | $158,922+67.5% |
| Participation rate | 91.7% | 81.6%+10.1pp | 79.4%+12.3pp | 82.0%+9.7pp |
| Annual return | 6.64% | 34.79%-28.2pp | 30.89%-24.3pp | 302.83%-296.2pp |
| Employer contribution / active EE | $3,821 | $4,103-6.9% | $3,418+11.8% | $4,761-19.8% |
| Participant deferral / active EE | $12,912 | $6,674+93.5% | $6,270+105.9% | $5,982+115.8% |
| Admin fee / account holder | $29,518 | $10,995+168.5% | $8,081+265.3% | $11,246+162.5% |