Filed December 18, 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 | $62,335 | $87,841-29.0% | $133,980-53.5% | $62,891-0.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 8.11% | 12.05%-3.9pp | 29.30%-21.2pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,411 | $3,483-59.5% | $5,211-72.9% | $2,281-38.1% |
| Participant deferral / active EE | $3,802 | $4,812-21.0% | $6,282-39.5% | $3,203+18.7% |
| Admin fee / account holder | $5,830 | $5,371+8.5% | $9,324-37.5% | $4,296+35.7% |