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.)
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 | $486,262 | $214,378+126.8% | $200,582+142.4% | $142,382+241.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 6.94% | 46.41%-39.5pp | 42.33%-35.4pp | 217.08%-210.1pp |
| Employer contribution / active EE | $8,132 | $6,841+18.9% | $6,419+26.7% | $4,299+89.1% |
| Participant deferral / active EE | $13,410 | $9,865+35.9% | $9,331+43.7% | $6,507+106.1% |
| Admin fee / account holder | $499,765 | $17,692+2724.8% | $16,305+2965.2% | $12,624+3858.9% |