Filed April 24, 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,856 | $60,989+186.7% | $60,874+187.2% | $66,914+161.3% |
| Participation rate | 94.1% | 74.5%+19.6pp | 73.1%+21.0pp | 69.8%+24.3pp |
| Annual return | -7.86% | -9.60%+1.7pp | 16.90%-24.8pp | 1.58%-9.4pp |
| Employer contribution / active EE | $7,791 | $2,661+192.8% | $2,701+188.4% | $2,544+206.2% |
| Participant deferral / active EE | $4,122 | $3,615+14.0% | $3,817+8.0% | $4,237-2.7% |
| Admin fee / account holder | $523 | $338+54.6% | $3,224-83.8% | $593-11.8% |