Filed April 25, 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 | $155,080 | $94,529+64.1% | $140,016+10.8% | $64,186+141.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -0.74% | 7.77%-8.5pp | 651.12%-651.9pp | 7.63%-8.4pp |
| Employer contribution / active EE | $7,778 | $3,812+104.0% | $5,606+38.8% | $2,381+226.7% |
| Participant deferral / active EE | $4,066 | $5,250-22.6% | $6,927-41.3% | $3,470+17.2% |
| Admin fee / account holder | $3,391 | $6,741-49.7% | $10,705-68.3% | $4,888-30.6% |