Filed April 22, 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 | $56,959 | $72,177-21.1% | $115,037-50.5% | $59,632-4.5% |
| Participation rate | 98.0% | 72.6%+25.4pp | 81.4%+16.6pp | 68.7%+29.3pp |
| Annual return | 0.97% | 12.02%-11.0pp | 26.14%-25.2pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $4,400 | $2,841+54.9% | $4,608-4.5% | $2,203+99.8% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,571 | $4,927-47.8% | $8,175-68.5% | $4,297-40.2% |