Filed December 17, 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 | $33,862 | $80,717-58.0% | $154,803-78.1% | $84,808-60.1% |
| Participation rate | 96.9% | 66.8%+30.1pp | 78.1%+18.8pp | 68.3%+28.6pp |
| Annual return | 15.43% | 37.96%-22.5pp | 58.88%-43.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $842 | $2,761-69.5% | $4,305-80.4% | $2,631-68.0% |
| Participant deferral / active EE | $3,004 | $3,303-9.0% | $5,540-45.8% | $4,212-28.7% |
| Admin fee / account holder | $2,577 | $6,746-61.8% | $14,329-82.0% | $7,344-64.9% |