Filed June 12, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $312,770 | $127,065+146.1% | $113,168+176.4% | $142,382+119.7% |
| Participation rate | 92.3% | 79.2%+13.1pp | 76.6%+15.7pp | 80.1%+12.2pp |
| Annual return | 12.56% | 24.03%-11.5pp | 24.27%-11.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $703 | $3,442-79.6% | $2,975-76.4% | $4,299-83.6% |
| Participant deferral / active EE | $9,037 | $5,716+58.1% | $5,107+77.0% | $6,507+38.9% |
| Admin fee / account holder | $4,384 | $15,736-72.1% | $12,068-63.7% | $12,624-65.3% |