Filed September 25, 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 | $61,715 | $133,958-53.9% | $112,228-45.0% | $134,475-54.1% |
| Participation rate | 89.5% | 78.6%+10.9pp | 75.1%+14.4pp | 81.2%+8.3pp |
| Annual return | -15.85% | 47.11%-63.0pp | 27.45%-43.3pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,961 | $4,038-26.7% | $3,635-18.5% | $4,740-37.5% |
| Participant deferral / active EE | $5,085 | $5,291-3.9% | $4,728+7.5% | $6,400-20.5% |
| Admin fee / account holder | $2,806 | $7,489-62.5% | $6,410-56.2% | $11,426-75.4% |