Filed December 30, 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 | $200,170 | $176,056+13.7% | $159,436+25.5% | $167,490+19.5% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 11.00% | 331.75%-320.7pp | 263.57%-252.6pp | 478.56%-467.6pp |
| Employer contribution / active EE | $2,107 | $5,297-60.2% | $4,829-56.4% | $4,837-56.5% |
| Participant deferral / active EE | $9,384 | $7,750+21.1% | $7,352+27.6% | $6,341+48.0% |
| Admin fee / account holder | $51,346 | $12,554+309.0% | $10,799+375.5% | $12,309+317.1% |