Filed December 3, 2003 (most recent of 2 filings on file)
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $650,991 | $81,233+701.4% | $155,567+318.5% | $80,874+704.9% |
| Participation rate | 94.4% | 66.2%+28.2pp | 78.2%+16.2pp | 67.6%+26.8pp |
| Annual return | 12.72% | 33.33%-20.6pp | 64.74%-52.0pp | 35.62%-22.9pp |
| Employer contribution / active EE | $24,664 | $3,101+695.4% | $4,674+427.7% | $2,756+795.0% |
| Participant deferral / active EE | $16,045 | $3,452+364.8% | $5,628+185.1% | $4,297+273.4% |
| Admin fee / account holder | $29,647 | $7,998+270.7% | $15,916+86.3% | $6,935+327.5% |