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 | $179,746 | $67,331+167.0% | $60,874+195.3% | $134,475+33.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -14.68% | 49.93%-64.6pp | 16.90%-31.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $4,685 | $3,096+51.3% | $2,701+73.4% | $4,740-1.2% |
| Participant deferral / active EE | $7,825 | $4,538+72.4% | $3,817+105.0% | $6,400+22.3% |
| Admin fee / account holder | $1,553 | $4,582-66.1% | $3,224-51.8% | $11,426-86.4% |