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 | $166,593 | $123,793+34.6% | $177,821-6.3% | $79,858+108.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 12.16% | 22.82%-10.7pp | 48.32%-36.2pp | 31.71%-19.6pp |
| Employer contribution / active EE | $4,007 | $4,095-2.2% | $5,918-32.3% | $2,471+62.2% |
| Participant deferral / active EE | $11,612 | $5,956+95.0% | $7,714+50.5% | $3,740+210.5% |
| Admin fee / account holder | $58,814 | $7,243+712.1% | $12,427+373.3% | $5,306+1008.4% |