Filed October 13, 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 | $94,295 | $94,529-0.2% | $140,016-32.7% | $64,186+46.9% |
| Participation rate | 92.1% | 84.1%+8.0pp | 87.5%+4.6pp | 69.6%+22.5pp |
| Annual return | -7.20% | 7.77%-15.0pp | 651.12%-658.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $7,417 | $3,812+94.5% | $5,606+32.3% | $2,381+211.5% |
| Participant deferral / active EE | $4,648 | $5,250-11.5% | $6,927-32.9% | $3,470+34.0% |
| Admin fee / account holder | $17,397 | $6,741+158.1% | $10,705+62.5% | $4,888+255.9% |