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 | $88,175 | $171,865-48.7% | $149,718-41.1% | $147,584-40.3% |
| Participation rate | 95.7% | 88.2%+7.5pp | 87.1%+8.6pp | 82.8%+12.8pp |
| Annual return | 21.58% | 2113.22%-2091.6pp | 1501.63%-1480.0pp | 578.55%-557.0pp |
| Employer contribution / active EE | $1,700 | $6,275-72.9% | $5,445-68.8% | $4,876-65.1% |
| Participant deferral / active EE | $3,787 | $7,271-47.9% | $6,569-42.3% | $5,439-30.4% |
| Admin fee / account holder | $549 | $13,799-96.0% | $11,283-95.1% | $10,885-95.0% |