Filed April 22, 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 | $129,857 | $53,596+142.3% | $90,645+43.3% | $64,186+102.3% |
| Participation rate | 96.3% | 64.5%+31.8pp | 74.0%+22.3pp | 69.6%+26.8pp |
| Annual return | 2.06% | 4.41%-2.4pp | 1.88%+0.2pp | 7.63%-5.6pp |
| Employer contribution / active EE | $6,402 | $1,503+326.0% | $2,532+152.9% | $2,381+168.9% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,425-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,858 | $3,868-0.2% | $4,994-22.7% | $4,888-21.1% |