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 | $89,494 | $58,208+53.7% | $81,812+9.4% | $80,856+10.7% |
| Participation rate | 81.7% | 63.4%+18.3pp | 72.3%+9.3pp | 67.6%+14.1pp |
| Annual return | 24.40% | 41.66%-17.3pp | 773.79%-749.4pp | 35.59%-11.2pp |
| Employer contribution / active EE | $2,931 | $2,340+25.3% | $2,912+0.6% | $2,755+6.4% |
| Participant deferral / active EE | $5,106 | $3,281+55.6% | $4,319+18.2% | $4,296+18.9% |
| Admin fee / account holder | $13,512 | $4,981+171.2% | $7,386+82.9% | $6,918+95.3% |