Filed June 30, 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 | $75,014 | $54,350+38.0% | $82,719-9.3% | $68,494+9.5% |
| Participation rate | 85.0% | 63.9%+21.1pp | 72.6%+12.4pp | 67.9%+17.1pp |
| Annual return | -11.89% | -13.67%+1.8pp | 701.18%-713.1pp | -7.84%-4.0pp |
| Employer contribution / active EE | $3,550 | $2,218+60.0% | $3,009+18.0% | $2,596+36.7% |
| Participant deferral / active EE | $6,222 | $3,246+91.7% | $4,395+41.6% | $4,027+54.5% |
| Admin fee / account holder | $12,235 | $4,395+178.4% | $5,329+129.6% | $5,403+126.5% |