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 | $508,179 | $209,832+142.2% | $189,513+168.2% | $167,490+203.4% |
| Participation rate | 92.9% | 88.7%+4.2pp | 87.8%+5.1pp | 82.1%+10.8pp |
| Annual return | 17.57% | 748.27%-730.7pp | 555.15%-537.6pp | 478.56%-461.0pp |
| Employer contribution / active EE | $10,211 | $6,914+47.7% | $6,162+65.7% | $4,837+111.1% |
| Participant deferral / active EE | $9,854 | $8,935+10.3% | $8,221+19.9% | $6,341+55.4% |
| Admin fee / account holder | $63,503 | $14,293+344.3% | $12,045+427.2% | $12,309+415.9% |