Filed September 24, 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 | $152,352 | $49,177+209.8% | $79,464+91.7% | $64,186+137.4% |
| Participation rate | 89.5% | 65.0%+24.4pp | 73.3%+16.1pp | 69.6%+19.9pp |
| Annual return | -6.28% | -1.16%-5.1pp | 718.14%-724.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $12,334 | $2,076+494.0% | $2,800+340.4% | $2,381+418.0% |
| Participant deferral / active EE | $10,800 | $2,821+282.8% | $3,704+191.6% | $3,470+211.3% |
| Admin fee / account holder | $13,155 | $3,839+242.7% | $5,113+157.3% | $4,888+169.1% |