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 | $172,403 | $60,124+186.7% | $90,404+90.7% | $79,858+115.9% |
| Participation rate | 97.1% | 65.0%+32.1pp | 72.7%+24.4pp | 69.6%+27.5pp |
| Annual return | 15.68% | 71.94%-56.3pp | 1293.02%-1277.3pp | 31.71%-16.0pp |
| Employer contribution / active EE | $9,053 | $2,068+337.8% | $3,262+177.5% | $2,471+266.4% |
| Participant deferral / active EE | $9,933 | $2,938+238.1% | $3,963+150.6% | $3,740+165.6% |
| Admin fee / account holder | $11,125 | $3,976+179.8% | $5,611+98.3% | $5,306+109.7% |