Filed October 2, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $494,878 | $100,852+390.7% | $90,404+447.4% | $158,922+211.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.85% | 1724.20%-1710.4pp | 1293.02%-1279.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $15,182 | $3,689+311.6% | $3,262+365.4% | $4,761+218.9% |
| Participant deferral / active EE | $9,754 | $4,348+124.3% | $3,963+146.1% | $5,982+63.1% |
| Admin fee / account holder | $66,682 | $6,501+925.7% | $5,611+1088.4% | $11,246+493.0% |