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 | $373,144 | $92,985+301.3% | $153,485+143.1% | $80,856+361.5% |
| Participation rate | 95.9% | 69.0%+27.0pp | 77.1%+18.8pp | 67.6%+28.3pp |
| Annual return | 14.12% | 19.95%-5.8pp | 15.65%-1.5pp | 35.59%-21.5pp |
| Employer contribution / active EE | $8,661 | $3,507+146.9% | $5,039+71.9% | $2,755+214.4% |
| Participant deferral / active EE | $15,006 | $5,178+189.8% | $6,757+122.1% | $4,296+249.3% |
| Admin fee / account holder | $46,746 | $8,880+426.4% | $12,724+267.4% | $6,918+575.7% |