Filed July 18, 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 | $185,739 | $99,020+87.6% | $86,590+114.5% | $147,584+25.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.51% | 1312.34%-1298.8pp | 964.84%-951.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $19,339 | $3,132+517.5% | $2,839+581.1% | $4,876+296.6% |
| Participant deferral / active EE | $23,998 | $3,972+504.2% | $3,609+565.0% | $5,439+341.2% |
| Admin fee / account holder | $2,241 | $5,710-60.8% | $4,906-54.3% | $10,885-79.4% |