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 | $196,190 | $100,852+94.5% | $90,404+117.0% | $158,922+23.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.00% | 1724.20%-1716.2pp | 1293.02%-1285.0pp | 302.83%-294.8pp |
| Employer contribution / active EE | $17,364 | $3,689+370.8% | $3,262+432.3% | $4,761+264.7% |
| Participant deferral / active EE | $34,629 | $4,348+696.5% | $3,963+773.7% | $5,982+478.9% |
| Admin fee / account holder | $4,111 | $6,501-36.8% | $5,611-26.7% | $11,246-63.4% |