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 | $315,881 | $88,042+258.8% | $138,135+128.7% | $79,858+295.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.7%+21.3pp | 69.6%+30.4pp |
| Annual return | 13.66% | 20.58%-6.9pp | 20.51%-6.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $5,526 | $3,103+78.1% | $5,587-1.1% | $2,471+123.7% |
| Participant deferral / active EE | $11,432 | $4,704+143.0% | $6,431+77.8% | $3,740+205.7% |
| Admin fee / account holder | $4,106 | $7,791-47.3% | $11,856-65.4% | $5,306-22.6% |