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 | $143,688 | $100,773+42.6% | $88,946+61.5% | $142,382+0.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.52% | 70.18%-53.7pp | 57.82%-41.3pp | 217.08%-200.6pp |
| Employer contribution / active EE | $14,549 | $2,918+398.7% | $2,555+469.5% | $4,299+238.4% |
| Participant deferral / active EE | $11,795 | $5,230+125.5% | $4,581+157.4% | $6,507+81.3% |
| Admin fee / account holder | $3,518 | $9,693-63.7% | $8,261-57.4% | $12,624-72.1% |