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 | $173,338 | $83,477+107.6% | $125,175+38.5% | $72,985+137.5% |
| Participation rate | 76.1% | 73.3%+2.8pp | 79.8%-3.7pp | 69.5%+6.6pp |
| Annual return | 40.78% | 25.78%+15.0pp | 43.79%-3.0pp | 81.00%-40.2pp |
| Employer contribution / active EE | $1,819 | $2,345-22.5% | $3,865-53.0% | $2,440-25.5% |
| Participant deferral / active EE | $6,347 | $3,585+77.0% | $4,937+28.6% | $3,607+75.9% |
| Admin fee / account holder | $4,403 | $5,517-20.2% | $9,702-54.6% | $5,124-14.1% |