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 | $295,099 | $76,912+283.7% | $129,110+128.6% | $68,494+330.8% |
| Participation rate | 97.8% | 69.1%+28.7pp | 77.3%+20.6pp | 67.9%+29.9pp |
| Annual return | -14.01% | -9.78%-4.2pp | -10.94%-3.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $7,532 | $3,243+132.3% | $5,052+49.1% | $2,596+190.1% |
| Participant deferral / active EE | $12,791 | $4,732+170.3% | $6,542+95.5% | $4,027+217.6% |
| Admin fee / account holder | $33,285 | $6,638+401.4% | $14,302+132.7% | $5,403+516.1% |