Filed May 27, 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 | $86,141 | $171,865-49.9% | $149,718-42.5% | $147,584-41.6% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 74.52% | 2113.22%-2038.7pp | 1501.63%-1427.1pp | 578.55%-504.0pp |
| Employer contribution / active EE | $1,523 | $6,275-75.7% | $5,445-72.0% | $4,876-68.8% |
| Participant deferral / active EE | $3,941 | $7,271-45.8% | $6,569-40.0% | $5,439-27.5% |
| Admin fee / account holder | $850 | $13,799-93.8% | $11,283-92.5% | $10,885-92.2% |