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 | $46,017 | $48,230-4.6% | $67,502-31.8% | $80,856-43.1% |
| Participation rate | 73.2% | 66.4%+6.8pp | 72.9%+0.3pp | 67.6%+5.6pp |
| Annual return | 13.51% | 18.28%-4.8pp | 3512.12%-3498.6pp | 35.59%-22.1pp |
| Employer contribution / active EE | $3,499 | $2,020+73.3% | $2,731+28.1% | $2,755+27.0% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $6,201 | $3,681+68.5% | $3,998+55.1% | $6,918-10.4% |