Filed February 24, 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 | $47,230 | $54,541-13.4% | $78,778-40.0% | $70,131-32.7% |
| Participation rate | 77.1% | 60.8%+16.3pp | 69.2%+8.0pp | 69.5%+7.6pp |
| Annual return | 15.67% | 21.07%-5.4pp | 35.62%-20.0pp | 73.14%-57.5pp |
| Employer contribution / active EE | $486 | $1,089-55.3% | $1,986-75.5% | $2,342-79.2% |
| Participant deferral / active EE | $3,050 | $2,210+38.0% | $2,958+3.1% | $3,332-8.4% |
| Admin fee / account holder | $1,110 | $3,709-70.1% | $5,134-78.4% | $4,645-76.1% |