Filed March 18, 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 | $395,668 | $88,672+346.2% | $105,223+276.0% | $82,448+379.9% |
| Participation rate | 84.4% | 67.9%+16.5pp | 75.0%+9.3pp | 68.1%+16.3pp |
| Annual return | 14.10% | 30.86%-16.8pp | 180.65%-166.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $4,168 | $3,048+36.8% | $3,689+13.0% | $2,551+63.4% |
| Participant deferral / active EE | $10,704 | $4,036+165.2% | $5,072+111.0% | $4,139+158.6% |
| Admin fee / account holder | $1,851 | $7,146-74.1% | $8,859-79.1% | $7,234-74.4% |