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 | $355,966 | $59,101+502.3% | $77,163+361.3% | $75,163+373.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 20.03% | 26.71%-6.7pp | 37.87%-17.8pp | 160.62%-140.6pp |
| Employer contribution / active EE | $5,417 | $1,995+171.5% | $2,535+113.7% | $2,670+102.9% |
| Participant deferral / active EE | $5,640 | $2,999+88.0% | $3,833+47.1% | $4,125+36.7% |
| Admin fee / account holder | $12,754 | $4,774+167.1% | $5,472+133.1% | $5,651+125.7% |