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 | $55,342 | $30,400+82.0% | $53,898+2.7% | $84,808-34.7% |
| Participation rate | 84.0% | 46.4%+37.6pp | 55.0%+29.0pp | 68.3%+15.7pp |
| Annual return | 15.23% | 500.19%-485.0pp | 528.60%-513.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,934 | $603+552.7% | $932+322.1% | $2,631+49.5% |
| Participant deferral / active EE | $0 | $1,199-100.0% | $1,826-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,143 | $1,993+57.7% | $2,491+26.2% | $7,344-57.2% |