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 | $209,386 | $65,409+220.1% | $98,442+112.7% | $85,850+143.9% |
| Participation rate | 95.1% | 65.0%+30.1pp | 73.3%+21.7pp | 69.3%+25.8pp |
| Annual return | 15.03% | 21.76%-6.7pp | 1492.73%-1477.7pp | 318.53%-303.5pp |
| Employer contribution / active EE | $10,454 | $2,168+382.3% | $2,960+253.2% | $2,565+307.5% |
| Participant deferral / active EE | $11,707 | $3,166+269.7% | $4,276+173.8% | $3,952+196.2% |
| Admin fee / account holder | $13,814 | $4,593+200.8% | $5,949+132.2% | $6,260+120.7% |