Filed October 31, 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 | $62,888 | $87,841-28.4% | $133,980-53.1% | $62,8910% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 10.60% | 12.05%-1.5pp | 29.30%-18.7pp | 20.14%-9.5pp |
| Employer contribution / active EE | $1,344 | $3,483-61.4% | $5,211-74.2% | $2,281-41.1% |
| Participant deferral / active EE | $2,519 | $4,812-47.7% | $6,282-59.9% | $3,203-21.4% |
| Admin fee / account holder | $2,889 | $5,371-46.2% | $9,324-69.0% | $4,296-32.7% |