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 | $41,080 | $42,894-4.2% | $60,874-32.5% | $68,494-40.0% |
| Participation rate | 79.5% | 66.8%+12.7pp | 73.1%+6.4pp | 67.9%+11.6pp |
| Annual return | -15.50% | -13.98%-1.5pp | 16.90%-32.4pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,616 | $1,978+82.8% | $2,701+33.9% | $2,596+39.3% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $6,482 | $3,101+109.1% | $3,224+101.0% | $5,403+20.0% |