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 | $178,498 | $69,518+156.8% | $59,878+198.1% | $135,375+31.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -2.22% | 7.94%-10.2pp | 3.46%-5.7pp | 519.73%-522.0pp |
| Employer contribution / active EE | $11,231 | $3,235+247.2% | $2,722+312.7% | $4,779+135.0% |
| Participant deferral / active EE | $11,922 | $4,206+183.5% | $3,402+250.5% | $5,609+112.6% |
| Admin fee / account holder | $15,684 | $5,734+173.5% | $3,590+336.9% | $10,827+44.9% |