Filed June 10, 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 | $501,490 | $109,817+356.7% | $98,442+409.4% | $167,490+199.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.61% | 1956.69%-1941.1pp | 1492.73%-1477.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $4,449 | $3,224+38.0% | $2,960+50.3% | $4,837-8.0% |
| Participant deferral / active EE | $21,459 | $4,673+359.2% | $4,276+401.8% | $6,341+238.4% |
| Admin fee / account holder | $3,399 | $6,753-49.7% | $5,949-42.9% | $12,309-72.4% |