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 | $199,245 | $69,207+187.9% | $64,056+211.0% | $139,434+42.9% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 16.73% | 45.88%-29.2pp | 33.69%-17.0pp | 372.94%-356.2pp |
| Employer contribution / active EE | $4,097 | $3,182+28.8% | $2,747+49.2% | $4,751-13.8% |
| Participant deferral / active EE | $6,388 | $4,682+36.4% | $3,880+64.6% | $6,710-4.8% |
| Admin fee / account holder | $5,325 | $4,244+25.5% | $3,068+73.6% | $11,403-53.3% |