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 | $83,993 | $57,281+46.6% | $86,612-3.0% | $75,163+11.7% |
| Participation rate | 76.2% | 63.2%+13.0pp | 71.7%+4.5pp | 67.2%+9.0pp |
| Annual return | 13.78% | 2670.75%-2657.0pp | 591.07%-577.3pp | 160.62%-146.8pp |
| Employer contribution / active EE | $2,862 | $2,314+23.7% | $3,022-5.3% | $2,670+7.2% |
| Participant deferral / active EE | $5,439 | $3,318+63.9% | $4,438+22.6% | $4,125+31.9% |
| Admin fee / account holder | $3,333 | $4,112-19.0% | $5,614-40.6% | $5,651-41.0% |