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 | $275,872 | $99,640+176.9% | $86,436+219.2% | $134,475+105.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -15.43% | 6782.58%-6798.0pp | 4394.89%-4410.3pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,585 | $4,400-18.5% | $3,769-4.9% | $4,740-24.4% |
| Participant deferral / active EE | $11,844 | $7,246+63.5% | $6,952+70.4% | $6,400+85.1% |
| Admin fee / account holder | $11,504 | $8,371+37.4% | $6,731+70.9% | $11,426+0.7% |