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 | $122,874 | $154,117-20.3% | $129,995-5.5% | $139,434-11.9% |
| Participation rate | 92.3% | 82.0%+10.4pp | 78.5%+13.8pp | 80.3%+12.0pp |
| Annual return | 11.07% | 32.48%-21.4pp | -137.18%+148.2pp | 372.94%-361.9pp |
| Employer contribution / active EE | $2,095 | $5,289-60.4% | $4,320-51.5% | $4,751-55.9% |
| Participant deferral / active EE | $6,440 | $6,710-4.0% | $5,820+10.6% | $6,710-4.0% |
| Admin fee / account holder | $23,862 | $14,007+70.4% | $10,614+124.8% | $11,403+109.3% |