Filed April 22, 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 | $291,808 | $817,678-64.3% | $392,568-25.7% | $152,861+90.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 22.57% | 22.84%-0.3pp | 24.42%-1.9pp | 345.32%-322.7pp |
| Employer contribution / active EE | $13,482 | $5,502+145.0% | $3,783+256.4% | $4,762+183.1% |
| Participant deferral / active EE | $24,524 | $8,398+192.0% | $5,985+309.8% | $5,850+319.2% |
| Admin fee / account holder | $62,797 | $12,095+419.2% | $6,260+903.2% | $11,596+441.5% |