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 | $148,978+234.3% | $200,582+148.3% | $84,808+487.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 10.61% | 28.16%-17.6pp | 42.33%-31.7pp | 40.90%-30.3pp |
| Employer contribution / active EE | $6,714 | $4,815+39.4% | $6,419+4.6% | $2,631+155.2% |
| Participant deferral / active EE | $16,044 | $7,142+124.6% | $9,331+71.9% | $4,212+280.9% |
| Admin fee / account holder | $4,955 | $13,977-64.5% | $16,305-69.6% | $7,344-32.5% |