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 | $283,022 | $68,346+314.1% | $94,646+199.0% | $75,163+276.5% |
| Participation rate | 88.5% | 76.1%+12.4pp | 80.8%+7.6pp | 67.2%+21.3pp |
| Annual return | 16.45% | 616.93%-600.5pp | 156.71%-140.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $3,322 | $2,701+23.0% | $3,672-9.5% | $2,670+24.4% |
| Participant deferral / active EE | $11,426 | $6,537+74.8% | $7,418+54.0% | $4,125+177.0% |
| Admin fee / account holder | $41,561 | $5,326+680.4% | $7,231+474.8% | $5,651+635.5% |