Filed February 19, 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 | $65,533 | $67,331-2.7% | $60,874+7.7% | $134,475-51.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -14.05% | 49.93%-64.0pp | 16.90%-30.9pp | 417.96%-432.0pp |
| Employer contribution / active EE | $9,376 | $3,096+202.8% | $2,701+247.1% | $4,740+97.8% |
| Participant deferral / active EE | $12,699 | $4,538+179.8% | $3,817+232.7% | $6,400+98.4% |
| Admin fee / account holder | $11,871 | $4,582+159.1% | $3,224+268.2% | $11,426+3.9% |