Filed January 15, 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 | $193,444 | $73,515+163.1% | $62,995+207.1% | $147,584+31.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.15% | 175.43%-162.3pp | 87.57%-74.4pp | 578.55%-565.4pp |
| Employer contribution / active EE | $11,011 | $3,320+231.6% | $2,759+299.1% | $4,876+125.8% |
| Participant deferral / active EE | $11,193 | $4,185+167.5% | $3,329+236.2% | $5,439+105.8% |
| Admin fee / account holder | $11,713 | $5,953+96.7% | $3,600+225.4% | $10,885+7.6% |