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 | $59,918 | $138,044-56.6% | $125,339-52.2% | $134,475-55.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -15.85% | 750.33%-766.2pp | 572.05%-587.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,160 | $5,243-58.8% | $4,814-55.1% | $4,740-54.4% |
| Participant deferral / active EE | $10,103 | $7,799+29.5% | $7,446+35.7% | $6,400+57.9% |
| Admin fee / account holder | $154,481 | $11,571+1235.0% | $10,010+1443.3% | $11,426+1252.0% |