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 | $355,609 | $93,373+280.8% | $152,466+133.2% | $85,850+314.2% |
| Participation rate | 97.7% | 70.1%+27.6pp | 78.2%+19.5pp | 69.3%+28.4pp |
| Annual return | 12.93% | 21.84%-8.9pp | 757.33%-744.4pp | 318.53%-305.6pp |
| Employer contribution / active EE | $6,635 | $2,996+121.5% | $4,327+53.4% | $2,565+158.7% |
| Participant deferral / active EE | $13,077 | $4,550+187.4% | $5,820+124.7% | $3,952+230.9% |
| Admin fee / account holder | $22,810 | $13,853+64.7% | $15,805+44.3% | $6,260+264.4% |