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 | $89,753+340.8% | $107,525+268.0% | $84,808+366.5% |
| Participation rate | 84.4% | 68.1%+16.3pp | 75.1%+9.3pp | 68.3%+16.1pp |
| Annual return | 14.10% | 29.48%-15.4pp | 181.32%-167.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $4,168 | $3,113+33.9% | $3,754+11.0% | $2,631+58.4% |
| Participant deferral / active EE | $10,704 | $4,056+163.9% | $5,116+109.2% | $4,212+154.1% |
| Admin fee / account holder | $1,851 | $7,222-74.4% | $8,919-79.2% | $7,344-74.8% |