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.)
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 | $242,405 | $147,727+64.1% | $115,756+109.4% | $134,475+80.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -16.72% | 73.96%-90.7pp | 143.14%-159.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $12,922 | $4,713+174.2% | $3,793+240.7% | $4,740+172.6% |
| Participant deferral / active EE | $22,019 | $7,563+191.1% | $6,254+252.1% | $6,400+244.1% |
| Admin fee / account holder | $61,992 | $14,571+325.5% | $8,124+663.0% | $11,426+442.6% |