Filed July 22, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,728 | $138,347+82.7% | $184,203+37.2% | $80,856+212.6% |
| Participation rate | 81.8% | 83.9%-2.1pp | 86.8%-5.0pp | 67.6%+14.2pp |
| Annual return | 5.34% | 20.02%-14.7pp | 28.81%-23.5pp | 35.59%-30.3pp |
| Employer contribution / active EE | $3,661 | $4,850-24.5% | $6,427-43.0% | $2,755+32.9% |
| Participant deferral / active EE | $7,044 | $7,071-0.4% | $9,131-22.9% | $4,296+64.0% |
| Admin fee / account holder | $13,288 | $10,483+26.8% | $13,901-4.4% | $6,918+92.1% |