Filed February 28, 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 | $79,475 | $65,041+22.2% | $90,951-12.6% | $79,858-0.5% |
| Participation rate | 77.3% | 61.6%+15.7pp | 69.0%+8.3pp | 69.6%+7.6pp |
| Annual return | 10.68% | 30.45%-19.8pp | 134.60%-123.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,209 | $1,247-3.1% | $2,122-43.0% | $2,471-51.1% |
| Participant deferral / active EE | $4,709 | $2,512+87.5% | $3,373+39.6% | $3,740+25.9% |
| Admin fee / account holder | $5,292 | $4,536+16.7% | $5,959-11.2% | $5,306-0.3% |