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 | $192,984 | $125,758+53.5% | $169,993+13.5% | $75,163+156.8% |
| Participation rate | 97.6% | 83.6%+14.0pp | 87.0%+10.6pp | 67.2%+30.4pp |
| Annual return | 19.93% | 27.20%-7.3pp | 53.37%-33.4pp | 160.62%-140.7pp |
| Employer contribution / active EE | $10,007 | $4,615+116.8% | $6,785+47.5% | $2,670+274.8% |
| Participant deferral / active EE | $4,883 | $6,837-28.6% | $10,408-53.1% | $4,125+18.4% |
| Admin fee / account holder | $26,308 | $8,173+221.9% | $12,815+105.3% | $5,651+365.6% |