Filed November 6, 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 | $219,629 | $87,733+150.3% | $106,548+106.1% | $85,850+155.8% |
| Participation rate | 75.0% | 71.9%+3.1pp | 76.1%-1.1pp | 69.3%+5.7pp |
| Annual return | 13.12% | 21.86%-8.7pp | 26.80%-13.7pp | 318.53%-305.4pp |
| Employer contribution / active EE | $3,333 | $2,073+60.8% | $2,819+18.3% | $2,565+30.0% |
| Participant deferral / active EE | $7,570 | $3,469+118.2% | $4,398+72.1% | $3,952+91.6% |
| Admin fee / account holder | $11,461 | $6,767+69.4% | $7,407+54.7% | $6,260+83.1% |