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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $335,468 | $884,045-62.1% | $453,369-26.0% | $167,490+100.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 14.02% | 29.49%-15.5pp | 64.40%-50.4pp | 478.56%-464.5pp |
| Employer contribution / active EE | $21,929 | $5,538+296.0% | $4,070+438.8% | $4,837+353.3% |
| Participant deferral / active EE | $38,870 | $7,898+392.1% | $6,209+526.1% | $6,341+513.0% |
| Admin fee / account holder | $51,159 | $22,063+131.9% | $11,209+356.4% | $12,309+315.6% |