Filed October 24, 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 | $479,416 | $87,705+446.6% | $63,517+654.8% | $125,391+282.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 0.28% | 21.70%-21.4pp | -70.30%+70.6pp | 282.22%-281.9pp |
| Employer contribution / active EE | $5,502 | $3,601+52.8% | $2,322+136.9% | $4,866+13.1% |
| Participant deferral / active EE | $4,059 | $3,939+3.0% | $2,953+37.4% | $5,352-24.2% |
| Admin fee / account holder | $56,681 | $11,948+374.4% | $5,892+862.0% | $9,540+494.1% |