Filed April 21, 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 | $115,690 | $87,841+31.7% | $133,980-13.7% | $62,891+84.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 8.20% | 12.05%-3.8pp | 29.30%-21.1pp | 20.14%-11.9pp |
| Employer contribution / active EE | $9,229 | $3,483+165.0% | $5,211+77.1% | $2,281+304.6% |
| Participant deferral / active EE | $13,288 | $4,812+176.1% | $6,282+111.5% | $3,203+314.9% |
| Admin fee / account holder | $3,391 | $5,371-36.9% | $9,324-63.6% | $4,296-21.1% |