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 | $202,816 | $72,404+180.1% | $110,238+84.0% | $64,186+216.0% |
| Participation rate | 81.8% | 73.3%+8.5pp | 79.8%+2.0pp | 69.6%+12.2pp |
| Annual return | -4.97% | -6.29%+1.3pp | 314.74%-319.7pp | 7.63%-12.6pp |
| Employer contribution / active EE | $3,125 | $2,282+37.0% | $3,826-18.3% | $2,381+31.3% |
| Participant deferral / active EE | $7,932 | $3,469+128.6% | $4,672+69.8% | $3,470+128.6% |
| Admin fee / account holder | $4,080 | $5,664-28.0% | $8,547-52.3% | $4,888-16.5% |