Filed December 16, 2003 (most recent of 2 filings on file)
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 7-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 | $467,278 | $197,591+136.5% | $177,821+162.8% | $158,922+194.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.11% | 58.76%-47.6pp | 48.32%-37.2pp | 302.83%-291.7pp |
| Employer contribution / active EE | $8,722 | $6,697+30.2% | $5,918+47.4% | $4,761+83.2% |
| Participant deferral / active EE | $8,686 | $8,405+3.3% | $7,714+12.6% | $5,982+45.2% |
| Admin fee / account holder | $17,283 | $15,399+12.2% | $12,427+39.1% | $11,246+53.7% |