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 | $518,690 | $69,515+646.2% | $86,874+497.1% | $85,850+504.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 29.46% | 20.12%+9.3pp | 63.52%-34.1pp | 318.53%-289.1pp |
| Employer contribution / active EE | $4,813 | $1,880+155.9% | $2,495+92.9% | $2,565+87.6% |
| Participant deferral / active EE | $6,229 | $2,919+113.4% | $3,699+68.4% | $3,952+57.6% |
| Admin fee / account holder | $18,358 | $5,972+207.4% | $5,828+215.0% | $6,260+193.3% |