Filed January 8, 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 | $95,491 | $99,341-3.9% | $84,750+12.7% | $273,961-65.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.33% | 22.93%-20.6pp | 22.78%-20.4pp | 41.45%-39.1pp |
| Employer contribution / active EE | $3,957 | $4,214-6.1% | $3,574+10.7% | $4,869-18.7% |
| Participant deferral / active EE | $3,759 | $4,269-11.9% | $3,712+1.3% | $5,287-28.9% |
| Admin fee / account holder | $6,012 | $6,644-9.5% | $5,332+12.8% | $10,132-40.7% |