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 | $36,091 | $45,073-19.9% | $69,455-48.0% | $72,985-50.5% |
| Participation rate | 94.1% | 68.5%+25.6pp | 74.6%+19.5pp | 69.5%+24.6pp |
| Annual return | 20.43% | 22.65%-2.2pp | 28.97%-8.5pp | 81.00%-60.6pp |
| Employer contribution / active EE | $3,509 | $2,054+70.9% | $2,779+26.3% | $2,440+43.8% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,294 | $3,056-24.9% | $3,839-40.2% | $5,124-55.2% |