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 | $512,223 | $88,751+477.1% | $81,812+526.1% | $145,922+251.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.49% | 1025.40%-1003.9pp | 773.79%-752.3pp | 561.29%-539.8pp |
| Employer contribution / active EE | $5,750 | $3,083+86.5% | $2,912+97.4% | $4,660+23.4% |
| Participant deferral / active EE | $24,800 | $4,643+434.1% | $4,319+474.3% | $6,688+270.8% |
| Admin fee / account holder | $2,066 | $8,415-75.5% | $7,386-72.0% | $13,397-84.6% |