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 | $101,204 | $110,094-8.1% | $151,611-33.2% | $68,494+47.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.38% | -10.12%-5.3pp | 3.33%-18.7pp | -7.84%-7.5pp |
| Employer contribution / active EE | $6,399 | $4,471+43.1% | $6,166+3.8% | $2,596+146.5% |
| Participant deferral / active EE | $6,734 | $6,527+3.2% | $8,363-19.5% | $4,027+67.2% |
| Admin fee / account holder | $15,989 | $7,719+107.1% | $11,616+37.6% | $5,403+195.9% |