Filed December 30, 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 | $344,962 | $98,750+249.3% | $149,696+130.4% | $79,858+332.0% |
| Participation rate | 85.0% | 75.8%+9.2pp | 82.5%+2.5pp | 69.6%+15.4pp |
| Annual return | 16.94% | 27.43%-10.5pp | 276.60%-259.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $7,833 | $3,216+143.5% | $4,644+68.7% | $2,471+217.0% |
| Participant deferral / active EE | $5,071 | $5,680-10.7% | $6,842-25.9% | $3,740+35.6% |
| Admin fee / account holder | $31,030 | $6,053+412.7% | $9,309+233.3% | $5,306+484.8% |