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 | $72,737 | $61,605+18.1% | $112,229-35.2% | $75,163-3.2% |
| Participation rate | 85.2% | 61.7%+23.5pp | 72.4%+12.8pp | 67.2%+18.0pp |
| Annual return | 18.37% | 28.47%-10.1pp | 30.20%-11.8pp | 160.62%-142.2pp |
| Employer contribution / active EE | $2,667 | $2,015+32.3% | $3,430-22.3% | $2,670-0.1% |
| Participant deferral / active EE | $6,944 | $3,108+123.4% | $4,798+44.7% | $4,125+68.3% |
| Admin fee / account holder | $4,676 | $4,862-3.8% | $7,748-39.6% | $5,651-17.2% |