Filed February 1, 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 8-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 | $124,660 | $109,327+14.0% | $89,391+39.5% | $158,922-21.6% |
| Participation rate | 85.7% | 74.3%+11.5pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 9.11% | 345.68%-336.6pp | 245.62%-236.5pp | 302.83%-293.7pp |
| Employer contribution / active EE | $11,675 | $3,170+268.3% | $2,586+351.5% | $4,761+145.2% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,982-100.0% |
| Admin fee / account holder | $106,929 | $6,153+1637.8% | $4,881+2090.5% | $11,246+850.8% |