Filed June 13, 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 | $77,473 | $56,054+38.2% | $171,082-54.7% | $62,891+23.2% |
| Participation rate | 70.5% | 62.9%+7.6pp | 76.7%-6.2pp | 69.3%+1.2pp |
| Annual return | 9.56% | 22.52%-13.0pp | 32.56%-23.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,752 | $1,731+1.2% | $4,002-56.2% | $2,281-23.2% |
| Participant deferral / active EE | $4,008 | $3,158+26.9% | $4,797-16.4% | $3,203+25.1% |
| Admin fee / account holder | $6,854 | $3,647+87.9% | $8,520-19.6% | $4,296+59.6% |