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 | $302,399 | $124,185+143.5% | $108,410+178.9% | $167,490+80.5% |
| Participation rate | 95.5% | 82.3%+13.2pp | 80.1%+15.3pp | 82.1%+13.3pp |
| Annual return | 11.74% | 1379.64%-1367.9pp | 905.27%-893.5pp | 478.56%-466.8pp |
| Employer contribution / active EE | $3,972 | $4,187-5.1% | $3,558+11.6% | $4,837-17.9% |
| Participant deferral / active EE | $13,453 | $6,908+94.7% | $6,563+105.0% | $6,341+112.2% |
| Admin fee / account holder | $8,776 | $9,455-7.2% | $7,295+20.3% | $12,309-28.7% |