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 | $176,001 | $54,350+223.8% | $82,719+112.8% | $68,494+157.0% |
| Participation rate | 92.8% | 63.9%+28.8pp | 72.6%+20.2pp | 67.9%+24.9pp |
| Annual return | -17.04% | -13.67%-3.4pp | 701.18%-718.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $9,842 | $2,218+343.7% | $3,009+227.1% | $2,596+279.1% |
| Participant deferral / active EE | $10,863 | $3,246+234.7% | $4,395+147.2% | $4,027+169.7% |
| Admin fee / account holder | $6,329 | $4,395+44.0% | $5,329+18.8% | $5,403+17.2% |