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 | $42,406 | $49,227-13.9% | $70,449-39.8% | $79,858-46.9% |
| Participation rate | 92.6% | 69.2%+23.4pp | 75.1%+17.5pp | 69.6%+23.0pp |
| Annual return | 17.10% | 30.06%-13.0pp | 109.03%-91.9pp | 31.71%-14.6pp |
| Employer contribution / active EE | $3,147 | $2,099+49.9% | $2,737+15.0% | $2,471+27.4% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,112 | $2,878-61.4% | $3,845-71.1% | $5,306-79.0% |