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 | $132,354 | $72,012+83.8% | $185,823-28.8% | $79,858+65.7% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 15.46% | 23.12%-7.7pp | 35.95%-20.5pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,585 | $1,965+31.6% | $4,087-36.8% | $2,471+4.6% |
| Participant deferral / active EE | $10,916 | $3,779+188.9% | $5,632+93.8% | $3,740+191.9% |
| Admin fee / account holder | $11,950 | $4,513+164.8% | $9,500+25.8% | $5,306+125.2% |