Filed March 20, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $263,243 | $91,538+187.6% | $129,995+102.5% | $75,163+250.2% |
| Participation rate | 90.0% | 71.4%+18.6pp | 78.5%+11.5pp | 67.2%+22.8pp |
| Annual return | 13.79% | -631.11%+644.9pp | -137.18%+151.0pp | 160.62%-146.8pp |
| Employer contribution / active EE | $3,732 | $2,845+31.2% | $4,320-13.6% | $2,670+39.8% |
| Participant deferral / active EE | $1,257 | $4,341-71.0% | $5,820-78.4% | $4,125-69.5% |
| Admin fee / account holder | $4,751 | $6,790-30.0% | $10,614-55.2% | $5,651-15.9% |