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 | $189,805 | $123,793+53.3% | $177,821+6.7% | $79,858+137.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 27.06% | 22.82%+4.2pp | 48.32%-21.3pp | 31.71%-4.7pp |
| Employer contribution / active EE | $2,925 | $4,095-28.6% | $5,918-50.6% | $2,471+18.4% |
| Participant deferral / active EE | $10,235 | $5,956+71.8% | $7,714+32.7% | $3,740+173.6% |
| Admin fee / account holder | $6,552 | $7,243-9.5% | $12,427-47.3% | $5,306+23.5% |