Filed June 27, 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 9-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 | $24,595 | $165,335-85.1% | $149,696-83.6% | $158,922-84.5% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 18.02% | 348.15%-330.1pp | 276.60%-258.6pp | 302.83%-284.8pp |
| Employer contribution / active EE | $2,276 | $5,103-55.4% | $4,644-51.0% | $4,761-52.2% |
| Participant deferral / active EE | $5,865 | $7,181-18.3% | $6,842-14.3% | $5,982-2.0% |
| Admin fee / account holder | $5,085 | $10,807-52.9% | $9,309-45.4% | $11,246-54.8% |