Filed November 5, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $710,889 | $209,336+239.6% | $197,124+260.6% | $137,256+417.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.71% | 48.09%-35.4pp | 44.34%-31.6pp | 220.34%-207.6pp |
| Employer contribution / active EE | $8,680 | $6,591+31.7% | $6,227+39.4% | $4,156+108.9% |
| Participant deferral / active EE | $1,643 | $9,614-82.9% | $9,135-82.0% | $6,407-74.4% |
| Admin fee / account holder | $610 | $17,308-96.5% | $16,298-96.3% | $12,270-95.0% |