Filed January 31, 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 | $27,422 | $52,836-48.1% | $105,738-74.1% | $64,186-57.3% |
| Participation rate | 94.1% | 66.5%+27.6pp | 76.3%+17.8pp | 69.6%+24.5pp |
| Annual return | -6.30% | 14.30%-20.6pp | 6.27%-12.6pp | 7.63%-13.9pp |
| Employer contribution / active EE | $4,042 | $1,827+121.3% | $3,268+23.7% | $2,381+69.8% |
| Participant deferral / active EE | $6,911 | $2,545+171.5% | $4,080+69.4% | $3,470+99.2% |
| Admin fee / account holder | $1,434 | $3,959-63.8% | $6,913-79.3% | $4,888-70.7% |