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 | $242,418 | $58,208+316.5% | $81,812+196.3% | $80,856+199.8% |
| Participation rate | 95.2% | 63.4%+31.8pp | 72.3%+22.9pp | 67.6%+27.6pp |
| Annual return | 13.00% | 41.66%-28.7pp | 773.79%-760.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $11,527 | $2,340+392.6% | $2,912+295.8% | $2,755+318.4% |
| Participant deferral / active EE | $13,483 | $3,281+311.0% | $4,319+212.2% | $4,296+213.9% |
| Admin fee / account holder | $10,408 | $4,981+108.9% | $7,386+40.9% | $6,918+50.4% |