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 | $95,893 | $62,672+53.0% | $185,117-48.2% | $70,131+36.7% |
| Participation rate | 76.4% | 63.8%+12.6pp | 77.3%-0.9pp | 69.5%+6.8pp |
| Annual return | 14.63% | 40.79%-26.2pp | 40.50%-25.9pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,916 | $1,753+9.3% | $4,182-54.2% | $2,342-18.2% |
| Participant deferral / active EE | $4,462 | $3,272+36.4% | $5,045-11.5% | $3,332+33.9% |
| Admin fee / account holder | $1,006 | $3,932-74.4% | $8,159-87.7% | $4,645-78.3% |