Filed December 30, 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 6-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 | $64,474 | $110,094-41.4% | $151,611-57.5% | $68,494-5.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 7.21% | -10.12%+17.3pp | 3.33%+3.9pp | -7.84%+15.1pp |
| Employer contribution / active EE | $18,462 | $4,471+313.0% | $6,166+199.4% | $2,596+611.1% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $352 | $7,719-95.4% | $11,616-97.0% | $5,403-93.5% |