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 | $155,984 | $70,669+120.7% | $169,368-7.9% | $75,163+107.5% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 34.44% | 36.36%-1.9pp | 405.60%-371.2pp | 160.62%-126.2pp |
| Employer contribution / active EE | $10,160 | $2,211+359.6% | $4,013+153.2% | $2,670+280.6% |
| Participant deferral / active EE | $11,049 | $4,311+156.3% | $6,221+77.6% | $4,125+167.9% |
| Admin fee / account holder | $3,877 | $5,402-28.2% | $9,003-56.9% | $5,651-31.4% |