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 | $106,950 | $72,400+47.7% | $67,502+58.4% | $145,922-26.7% |
| Participation rate | 91.7% | 76.9%+14.8pp | 72.9%+18.8pp | 80.3%+11.4pp |
| Annual return | 12.63% | 7182.46%-7169.8pp | 3512.12%-3499.5pp | 561.29%-548.7pp |
| Employer contribution / active EE | $3,381 | $3,069+10.2% | $2,731+23.8% | $4,660-27.4% |
| Participant deferral / active EE | $5,680 | $4,783+18.8% | $4,000+42.0% | $6,688-15.1% |
| Admin fee / account holder | $3,115 | $5,539-43.8% | $3,998-22.1% | $13,397-76.8% |