Filed May 12, 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 | $191,895 | $65,703+192.1% | $94,224+103.7% | $59,632+221.8% |
| Participation rate | 81.6% | 72.1%+9.5pp | 78.8%+2.8pp | 68.7%+12.9pp |
| Annual return | 2.59% | 5.22%-2.6pp | 10.68%-8.1pp | 2041.28%-2038.7pp |
| Employer contribution / active EE | $4,074 | $2,021+101.6% | $3,587+13.6% | $2,203+85.0% |
| Participant deferral / active EE | $7,311 | $3,143+132.6% | $4,320+69.2% | $3,192+129.1% |
| Admin fee / account holder | $21,320 | $4,264+400.0% | $6,269+240.1% | $4,297+396.2% |