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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $498,030 | $146,267+240.5% | $197,124+152.6% | $82,448+504.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 10.61% | 29.61%-19.0pp | 44.34%-33.7pp | 41.64%-31.0pp |
| Employer contribution / active EE | $6,714 | $4,723+42.2% | $6,227+7.8% | $2,551+163.2% |
| Participant deferral / active EE | $16,044 | $7,035+128.1% | $9,135+75.6% | $4,139+287.6% |
| Admin fee / account holder | $4,955 | $14,422-65.6% | $16,298-69.6% | $7,234-31.5% |