Filed July 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 | $187,667 | $167,484+12.1% | $151,611+23.8% | $134,475+39.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.14% | 7.80%-16.9pp | 3.33%-12.5pp | 417.96%-427.1pp |
| Employer contribution / active EE | $6,506 | $6,829-4.7% | $6,166+5.5% | $4,740+37.3% |
| Participant deferral / active EE | $5,308 | $8,986-40.9% | $8,363-36.5% | $6,400-17.1% |
| Admin fee / account holder | $11,419 | $13,783-17.2% | $11,616-1.7% | $11,426-0.1% |