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 | $54,066 | $56,357-4.1% | $104,294-48.2% | $68,494-21.1% |
| Participation rate | 93.3% | 63.3%+30.1pp | 73.3%+20.1pp | 67.9%+25.4pp |
| Annual return | -17.51% | -9.19%-8.3pp | 24.61%-42.1pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,628 | $1,960+34.1% | $3,372-22.1% | $2,596+1.2% |
| Participant deferral / active EE | $6,355 | $3,077+106.5% | $4,625+37.4% | $4,027+57.8% |
| Admin fee / account holder | $1,493 | $4,903-69.5% | $7,339-79.7% | $5,403-72.4% |