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 | $31,971 | $43,327-26.2% | $59,878-46.6% | $64,186-50.2% |
| Participation rate | 77.6% | 69.2%+8.4pp | 74.7%+2.9pp | 69.6%+8.0pp |
| Annual return | -4.15% | -1.55%-2.6pp | 3.46%-7.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,755 | $2,028+35.8% | $2,722+1.2% | $2,381+15.7% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,172 | $3,005+5.6% | $3,590-11.6% | $4,888-35.1% |