Filed April 4, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,761 | $90,503+30.1% | $78,689+49.7% | $273,961-57.0% |
| Participation rate | 92.3% | 76.5%+15.8pp | 73.6%+18.7pp | 83.0%+9.3pp |
| Annual return | 10.14% | 75.60%-65.5pp | 62.18%-52.0pp | 41.45%-31.3pp |
| Employer contribution / active EE | $2,938 | $3,176-7.5% | $2,851+3.1% | $4,869-39.7% |
| Participant deferral / active EE | $5,221 | $3,901+33.8% | $3,517+48.4% | $5,287-1.3% |
| Admin fee / account holder | $35,953 | $5,263+583.1% | $4,510+697.1% | $10,132+254.9% |