Filed December 29, 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 | $59,526 | $45,035+32.2% | $62,995-5.5% | $70,131-15.1% |
| Participation rate | 92.3% | 69.5%+22.8pp | 74.8%+17.5pp | 69.5%+22.8pp |
| Annual return | 16.86% | 18.76%-1.9pp | 87.57%-70.7pp | 73.14%-56.3pp |
| Employer contribution / active EE | $2,533 | $2,051+23.5% | $2,759-8.2% | $2,342+8.1% |
| Participant deferral / active EE | $3,680 | $2,465+49.3% | $3,329+10.5% | $3,332+10.5% |
| Admin fee / account holder | $1,675 | $2,834-40.9% | $3,600-53.5% | $4,645-63.9% |