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 | $53,156 | $53,822-1.2% | $75,696-29.8% | $85,850-38.1% |
| Participation rate | 85.7% | 69.1%+16.6pp | 74.8%+10.9pp | 69.3%+16.4pp |
| Annual return | 13.92% | 24.54%-10.6pp | 104.53%-90.6pp | 318.53%-304.6pp |
| Employer contribution / active EE | $4,947 | $2,017+145.3% | $2,743+80.4% | $2,565+92.9% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,821-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,026 | $3,343+20.4% | $3,619+11.2% | $6,260-35.7% |