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 | $233,349 | $185,822+25.6% | $169,993+37.3% | $139,434+67.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.76% | 60.50%-43.7pp | 53.37%-36.6pp | 372.94%-356.2pp |
| Employer contribution / active EE | $2,656 | $7,590-65.0% | $6,785-60.9% | $4,751-44.1% |
| Participant deferral / active EE | $4,671 | $11,622-59.8% | $10,408-55.1% | $6,710-30.4% |
| Admin fee / account holder | $4,236 | $15,381-72.5% | $12,815-66.9% | $11,403-62.8% |