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 4-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 | $100,214 | $96,305+4.1% | $80,569+24.4% | $139,434-28.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.02% | 1350.08%-1334.1pp | 935.43%-919.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $12,073 | $3,262+270.1% | $2,723+343.3% | $4,751+154.1% |
| Participant deferral / active EE | $11,036 | $5,232+110.9% | $4,447+148.1% | $6,710+64.5% |
| Admin fee / account holder | $824 | $6,599-87.5% | $5,377-84.7% | $11,403-92.8% |