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 | $210,758 | $74,888+181.4% | $71,209+196.0% | $142,382+48.0% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 14.57% | 345.14%-330.6pp | 282.51%-267.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,534 | $2,854+58.8% | $2,721+66.6% | $4,299+5.5% |
| Participant deferral / active EE | $6,882 | $4,454+54.5% | $4,175+64.8% | $6,507+5.8% |
| Admin fee / account holder | $49,668 | $5,568+792.0% | $5,349+828.6% | $12,624+293.5% |