Filed April 23, 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 | $69,888 | $135,635-48.5% | $110,238-36.6% | $135,375-48.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.64% | 513.19%-518.8pp | 314.74%-320.4pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,525 | $4,906-68.9% | $3,826-60.2% | $4,779-68.1% |
| Participant deferral / active EE | $4,345 | $5,506-21.1% | $4,672-7.0% | $5,609-22.5% |
| Admin fee / account holder | $1,810 | $11,457-84.2% | $8,547-78.8% | $10,827-83.3% |