Filed December 29, 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 | $238,146 | $209,832+13.5% | $189,513+25.7% | $167,490+42.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.08% | 748.27%-734.2pp | 555.15%-541.1pp | 478.56%-464.5pp |
| Employer contribution / active EE | $2,742 | $6,914-60.3% | $6,162-55.5% | $4,837-43.3% |
| Participant deferral / active EE | $4,069 | $8,935-54.5% | $8,221-50.5% | $6,341-35.8% |
| Admin fee / account holder | $1,449 | $14,293-89.9% | $12,045-88.0% | $12,309-88.2% |