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 | $347,347 | $172,478+101.4% | $145,661+138.5% | $142,382+144.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 12.55% | 151.09%-138.5pp | 101.46%-88.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $11,472 | $4,899+134.2% | $4,238+170.7% | $4,299+166.8% |
| Participant deferral / active EE | $19,129 | $8,348+129.1% | $7,198+165.7% | $6,507+194.0% |
| Admin fee / account holder | $29,164 | $16,864+72.9% | $12,466+133.9% | $12,624+131.0% |