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 | $139,033 | $137,414+1.2% | $189,513-26.6% | $85,850+61.9% |
| Participation rate | 98.9% | 84.6%+14.2pp | 87.8%+11.0pp | 69.3%+29.5pp |
| Annual return | 32.69% | 38.14%-5.5pp | 555.15%-522.5pp | 318.53%-285.8pp |
| Employer contribution / active EE | $8,333 | $4,344+91.8% | $6,162+35.2% | $2,565+224.8% |
| Participant deferral / active EE | $6,505 | $6,260+3.9% | $8,221-20.9% | $3,952+64.6% |
| Admin fee / account holder | $5,025 | $8,630-41.8% | $12,045-58.3% | $6,260-19.7% |