Filed December 11, 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 | $260,506 | $82,882+214.3% | $127,761+103.9% | $72,985+256.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 22.54% | 32.20%-9.7pp | 26.14%-3.6pp | 81.00%-58.5pp |
| Employer contribution / active EE | $6,314 | $3,346+88.7% | $4,574+38.0% | $2,440+158.8% |
| Participant deferral / active EE | $12,279 | $4,791+156.3% | $6,021+103.9% | $3,607+240.4% |
| Admin fee / account holder | $17,903 | $6,487+176.0% | $9,395+90.5% | $5,124+249.4% |