Filed May 20, 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 | $71,860 | $153,772-53.3% | $133,980-46.4% | $273,961-73.8% |
| Participation rate | 95.2% | 88.4%+6.9pp | 87.1%+8.2pp | 83.0%+12.2pp |
| Annual return | 6.45% | 36.51%-30.1pp | 29.30%-22.9pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,798 | $6,029-70.2% | $5,211-65.5% | $4,869-63.1% |
| Participant deferral / active EE | $4,053 | $6,958-41.7% | $6,282-35.5% | $5,287-23.3% |
| Admin fee / account holder | $349 | $11,765-97.0% | $9,324-96.3% | $10,132-96.6% |