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 | $228,935 | $91,552+150.1% | $133,956+70.9% | $79,858+186.7% |
| Participation rate | 72.8% | 73.3%-0.5pp | 79.8%-7.0pp | 69.6%+3.2pp |
| Annual return | 24.29% | 61.85%-37.6pp | 45.09%-20.8pp | 31.71%-7.4pp |
| Employer contribution / active EE | $2,652 | $2,384+11.2% | $3,919-32.3% | $2,471+7.3% |
| Participant deferral / active EE | $5,999 | $3,733+60.7% | $5,048+18.9% | $3,740+60.4% |
| Admin fee / account holder | $8,538 | $6,321+35.1% | $8,927-4.4% | $5,306+60.9% |