Filed April 29, 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 | $161,518 | $137,414+17.5% | $189,513-14.8% | $85,850+88.1% |
| Participation rate | 87.2% | 84.6%+2.6pp | 87.8%-0.6pp | 69.3%+17.9pp |
| Annual return | 13.15% | 38.14%-25.0pp | 555.15%-542.0pp | 318.53%-305.4pp |
| Employer contribution / active EE | $2,928 | $4,344-32.6% | $6,162-52.5% | $2,565+14.1% |
| Participant deferral / active EE | $6,827 | $6,260+9.1% | $8,221-17.0% | $3,952+72.8% |
| Admin fee / account holder | $4,645 | $8,630-46.2% | $12,045-61.4% | $6,260-25.8% |