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 | $373,165 | $108,919+242.6% | $100,391+271.7% | $145,922+155.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.95% | 57.88%-37.9pp | 49.20%-29.2pp | 561.29%-541.3pp |
| Employer contribution / active EE | $3,667 | $4,419-17.0% | $3,942-7.0% | $4,660-21.3% |
| Participant deferral / active EE | $13,121 | $8,445+55.4% | $8,082+62.4% | $6,688+96.2% |
| Admin fee / account holder | $35,686 | $9,689+268.3% | $7,899+351.8% | $13,397+166.4% |