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 | $182,257 | $83,902+117.2% | $167,512+8.8% | $84,808+114.9% |
| Participation rate | 95.5% | 66.5%+29.0pp | 77.1%+18.4pp | 68.3%+27.1pp |
| Annual return | 13.35% | 91.55%-78.2pp | 1615.79%-1602.4pp | 40.90%-27.5pp |
| Employer contribution / active EE | $11,682 | $2,264+416.0% | $3,882+201.0% | $2,631+344.0% |
| Participant deferral / active EE | $11,657 | $4,442+162.4% | $6,405+82.0% | $4,212+176.8% |
| Admin fee / account holder | $36,311 | $7,915+358.8% | $9,769+271.7% | $7,344+394.4% |