Filed January 1, 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 | $135,475 | $69,518+94.9% | $59,878+126.3% | $135,375+0.1% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.7%+5.3pp | 82.6%-2.6pp |
| Annual return | -3.94% | 7.94%-11.9pp | 3.46%-7.4pp | 519.73%-523.7pp |
| Employer contribution / active EE | $4,606 | $3,235+42.4% | $2,722+69.3% | $4,779-3.6% |
| Participant deferral / active EE | $6,111 | $4,206+45.3% | $3,402+79.6% | $5,609+8.9% |
| Admin fee / account holder | $20,872 | $5,734+264.0% | $3,590+481.4% | $10,827+92.8% |