Filed June 5, 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 | $75,385 | $93,571-19.4% | $135,903-44.5% | $75,163+0.3% |
| Participation rate | 94.7% | 75.2%+19.6pp | 81.9%+12.8pp | 67.2%+27.5pp |
| Annual return | 25.25% | 30.90%-5.7pp | 68.23%-43.0pp | 160.62%-135.4pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,327 | $6,404-1.2% | $7,758-18.4% | $4,125+53.4% |
| Admin fee / account holder | $1,044 | $6,975-85.0% | $10,762-90.3% | $5,651-81.5% |