Filed June 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 | $150,650 | $98,750+52.6% | $149,696+0.6% | $79,858+88.6% |
| Participation rate | 95.2% | 75.8%+19.5pp | 82.5%+12.8pp | 69.6%+25.6pp |
| Annual return | 24.25% | 27.43%-3.2pp | 276.60%-252.4pp | 31.71%-7.5pp |
| Employer contribution / active EE | $3,864 | $3,216+20.1% | $4,644-16.8% | $2,471+56.4% |
| Participant deferral / active EE | $9,926 | $5,680+74.8% | $6,842+45.1% | $3,740+165.4% |
| Admin fee / account holder | $11,639 | $6,053+92.3% | $9,309+25.0% | $5,306+119.3% |