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 | $270,713 | $82,664+227.5% | $125,339+116.0% | $68,494+295.2% |
| Participation rate | 88.2% | 75.0%+13.2pp | 82.4%+5.9pp | 67.9%+20.3pp |
| Annual return | -17.55% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $8,316 | $3,381+146.0% | $4,814+72.8% | $2,596+220.3% |
| Participant deferral / active EE | $5,993 | $6,110-1.9% | $7,446-19.5% | $4,027+48.8% |
| Admin fee / account holder | $39,261 | $6,275+525.6% | $10,010+292.2% | $5,403+626.7% |