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 | $449,689 | $63,764+605.2% | $81,930+448.9% | $79,858+463.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 18.29% | 22.66%-4.4pp | 29.49%-11.2pp | 31.71%-13.4pp |
| Employer contribution / active EE | $5,249 | $1,795+192.4% | $4,310+21.8% | $2,471+112.4% |
| Participant deferral / active EE | $7,183 | $2,780+158.3% | $7,107+1.1% | $3,740+92.1% |
| Admin fee / account holder | $53,286 | $4,426+1103.8% | $5,158+933.1% | $5,306+904.2% |