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 | $199,695 | $57,281+248.6% | $86,612+130.6% | $75,163+165.7% |
| Participation rate | 93.2% | 63.2%+30.0pp | 71.7%+21.5pp | 67.2%+26.0pp |
| Annual return | 17.12% | 2670.75%-2653.6pp | 591.07%-574.0pp | 160.62%-143.5pp |
| Employer contribution / active EE | $9,725 | $2,314+320.2% | $3,022+221.7% | $2,670+264.2% |
| Participant deferral / active EE | $11,314 | $3,318+241.0% | $4,438+155.0% | $4,125+174.3% |
| Admin fee / account holder | $12,242 | $4,112+197.7% | $5,614+118.1% | $5,651+116.6% |