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 | $207,622 | $138,347+50.1% | $184,203+12.7% | $80,856+156.8% |
| Participation rate | 84.6% | 83.9%+0.7pp | 86.8%-2.2pp | 67.6%+17.0pp |
| Annual return | 11.50% | 20.02%-8.5pp | 28.81%-17.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $3,256 | $4,850-32.9% | $6,427-49.3% | $2,755+18.2% |
| Participant deferral / active EE | $7,674 | $7,071+8.5% | $9,131-16.0% | $4,296+78.6% |
| Admin fee / account holder | $8,292 | $10,483-20.9% | $13,901-40.4% | $6,918+19.9% |