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 | $433,995 | $100,326+332.6% | $180,183+140.9% | $84,808+411.7% |
| Participation rate | 93.6% | 71.0%+22.6pp | 77.4%+16.2pp | 68.3%+25.3pp |
| Annual return | 14.62% | 17.86%-3.2pp | 27.86%-13.2pp | 40.90%-26.3pp |
| Employer contribution / active EE | $9,076 | $3,269+177.6% | $5,039+80.1% | $2,631+245.0% |
| Participant deferral / active EE | $15,480 | $5,066+205.6% | $6,822+126.9% | $4,212+267.5% |
| Admin fee / account holder | $31,349 | $9,674+224.0% | $19,975+56.9% | $7,344+326.9% |