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 | $80,831 | $197,591-59.1% | $177,821-54.5% | $158,922-49.1% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.7%+6.0pp | 82.0%+11.8pp |
| Annual return | 18.08% | 58.76%-40.7pp | 48.32%-30.2pp | 302.83%-284.7pp |
| Employer contribution / active EE | $2,308 | $6,697-65.5% | $5,918-61.0% | $4,761-51.5% |
| Participant deferral / active EE | $5,431 | $8,405-35.4% | $7,714-29.6% | $5,982-9.2% |
| Admin fee / account holder | $59,056 | $15,399+283.5% | $12,427+375.2% | $11,246+425.1% |