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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,536 | $54,229+443.1% | $70,092+320.2% | $68,494+330.0% |
| Participation rate | 97.0% | 64.5%+32.5pp | 70.5%+26.5pp | 67.9%+29.1pp |
| Annual return | -19.75% | -13.87%-5.9pp | 190.73%-210.5pp | -7.84%-11.9pp |
| Employer contribution / active EE | $4,686 | $2,018+132.2% | $2,559+83.1% | $2,596+80.5% |
| Participant deferral / active EE | $4,911 | $2,956+66.2% | $3,849+27.6% | $4,027+21.9% |
| Admin fee / account holder | $110,500 | $4,694+2253.9% | $6,267+1663.3% | $5,403+1945.3% |