Filed September 9, 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 | $137,874 | $62,672+120.0% | $185,117-25.5% | $70,131+96.6% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 15.63% | 40.79%-25.2pp | 40.50%-24.9pp | 73.14%-57.5pp |
| Employer contribution / active EE | $2,405 | $1,753+37.2% | $4,182-42.5% | $2,342+2.7% |
| Participant deferral / active EE | $10,645 | $3,272+225.4% | $5,045+111.0% | $3,332+219.5% |
| Admin fee / account holder | $13,753 | $3,932+249.8% | $8,159+68.6% | $4,645+196.1% |