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 | $90,640 | $160,055-43.4% | $140,016-35.3% | $135,375-33.0% |
| Participation rate | 95.5% | 88.5%+6.9pp | 87.5%+8.0pp | 82.6%+12.8pp |
| Annual return | -6.65% | 911.38%-918.0pp | 651.12%-657.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,864 | $6,420-71.0% | $5,606-66.8% | $4,779-61.0% |
| Participant deferral / active EE | $4,103 | $7,642-46.3% | $6,927-40.8% | $5,609-26.9% |
| Admin fee / account holder | $751 | $13,328-94.4% | $10,705-93.0% | $10,827-93.1% |