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 | $111,260 | $56,484+97.0% | $169,463-34.3% | $64,186+73.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -2.52% | -1.55%-1.0pp | 1.83%-4.3pp | 7.63%-10.2pp |
| Employer contribution / active EE | $2,248 | $1,832+22.7% | $4,159-46.0% | $2,381-5.6% |
| Participant deferral / active EE | $10,037 | $3,448+191.1% | $5,277+90.2% | $3,470+189.3% |
| Admin fee / account holder | $16,788 | $4,174+302.2% | $9,109+84.3% | $4,888+243.4% |