Filed October 27, 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 9-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 | $160,435 | $46,674+243.7% | $117,472+36.6% | $68,494+134.2% |
| Participation rate | 97.8% | 56.8%+41.0pp | 70.6%+27.2pp | 67.9%+29.9pp |
| Annual return | -10.18% | -14.52%+4.3pp | 29.74%-39.9pp | -7.84%-2.3pp |
| Employer contribution / active EE | $12,651 | $1,505+740.8% | $4,176+202.9% | $2,596+387.3% |
| Participant deferral / active EE | $4,602 | $2,636+74.6% | $4,070+13.1% | $4,027+14.3% |
| Admin fee / account holder | $10,188 | $4,020+153.4% | $5,645+80.5% | $5,403+88.6% |