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 | $174,397 | $77,314+125.6% | $177,989-2.0% | $80,856+115.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 14.83% | 18.09%-3.3pp | 294.48%-279.7pp | 35.59%-20.8pp |
| Employer contribution / active EE | $11,169 | $2,292+387.3% | $3,949+182.9% | $2,755+305.4% |
| Participant deferral / active EE | $11,637 | $4,411+163.8% | $6,276+85.4% | $4,296+170.9% |
| Admin fee / account holder | $9,295 | $7,191+29.3% | $10,363-10.3% | $6,918+34.4% |