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 | $37,790 | $58,851-35.8% | $115,157-67.2% | $72,985-48.2% |
| Participation rate | 97.2% | 65.5%+31.7pp | 75.9%+21.3pp | 69.5%+27.7pp |
| Annual return | 25.53% | 23.16%+2.4pp | 35.60%-10.1pp | 81.00%-55.5pp |
| Employer contribution / active EE | $3,582 | $1,798+99.2% | $3,179+12.7% | $2,440+46.8% |
| Participant deferral / active EE | $6,250 | $2,643+136.5% | $4,168+49.9% | $3,607+73.2% |
| Admin fee / account holder | $2,256 | $6,370-64.6% | $7,088-68.2% | $5,124-56.0% |