Filed October 10, 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 | $78,058 | $82,032-4.8% | $123,104-36.6% | $59,632+30.9% |
| Participation rate | 80.0% | 83.2%-3.2pp | 86.8%-6.8pp | 68.7%+11.3pp |
| Annual return | 17.41% | 5.12%+12.3pp | 13.22%+4.2pp | 2041.28%-2023.9pp |
| Employer contribution / active EE | $1,331 | $3,297-59.6% | $5,151-74.2% | $2,203-39.6% |
| Participant deferral / active EE | $2,827 | $4,667-39.4% | $6,230-54.6% | $3,192-11.4% |
| Admin fee / account holder | $844 | $5,881-85.6% | $9,015-90.6% | $4,297-80.4% |