Filed January 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 | $111,537 | $159,602-30.1% | $150,045-25.7% | $142,382-21.7% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.3%+13.1pp | 80.1%+15.3pp |
| Annual return | 26.35% | 70.24%-43.9pp | 62.55%-36.2pp | 217.08%-190.7pp |
| Employer contribution / active EE | $2,507 | $4,961-49.5% | $4,693-46.6% | $4,299-41.7% |
| Participant deferral / active EE | $5,345 | $8,310-35.7% | $7,997-33.2% | $6,507-17.9% |
| Admin fee / account holder | $9,980 | $14,846-32.8% | $13,435-25.7% | $12,624-20.9% |