Filed October 14, 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 | $139,635 | $94,529+47.7% | $140,016-0.3% | $64,186+117.5% |
| Participation rate | 97.8% | 84.1%+13.7pp | 87.5%+10.3pp | 69.6%+28.2pp |
| Annual return | -3.50% | 7.77%-11.3pp | 651.12%-654.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $3,974 | $3,812+4.2% | $5,606-29.1% | $2,381+66.9% |
| Participant deferral / active EE | $2,469 | $5,250-53.0% | $6,927-64.4% | $3,470-28.8% |
| Admin fee / account holder | $26,766 | $6,741+297.1% | $10,705+150.0% | $4,888+447.6% |