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.
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 | $311,841 | $117,859+164.6% | $102,438+204.4% | $145,959+113.6% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 14.82% | 31.72%-16.9pp | 29.37%-14.6pp | 561.95%-547.1pp |
| Employer contribution / active EE | $1,005 | $3,615-72.2% | $3,024-66.8% | $4,661-78.4% |
| Participant deferral / active EE | $9,514 | $5,732+66.0% | $5,054+88.3% | $6,689+42.2% |
| Admin fee / account holder | $15,654 | $13,318+17.5% | $9,448+65.7% | $13,398+16.8% |