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 | $94,139 | $109,359-13.9% | $162,163-41.9% | $72,985+29.0% |
| Participation rate | 97.4% | 84.3%+13.2pp | 87.6%+9.9pp | 69.5%+27.9pp |
| Annual return | 23.44% | 25.46%-2.0pp | 115.59%-92.2pp | 81.00%-57.6pp |
| Employer contribution / active EE | $6,728 | $3,907+72.2% | $5,614+19.8% | $2,440+175.8% |
| Participant deferral / active EE | $4,026 | $5,481-26.5% | $7,298-44.8% | $3,607+11.6% |
| Admin fee / account holder | $1,829 | $7,972-77.1% | $10,843-83.1% | $5,124-64.3% |