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 | $160,526 | $179,726-10.7% | $156,263+2.7% | $142,382+12.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.11% | 77.86%-65.7pp | 59.47%-47.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,446 | $5,069-51.8% | $4,333-43.6% | $4,299-43.1% |
| Participant deferral / active EE | $4,973 | $6,956-28.5% | $6,158-19.2% | $6,507-23.6% |
| Admin fee / account holder | $9,139 | $17,272-47.1% | $14,255-35.9% | $12,624-27.6% |