Filed December 11, 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 4-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 | $92,182 | $73,981+24.6% | $105,722-12.8% | $62,891+46.6% |
| Participation rate | 89.3% | 71.7%+17.6pp | 78.9%+10.4pp | 69.3%+20.0pp |
| Annual return | 5.60% | 17.60%-12.0pp | 12.25%-6.7pp | 20.14%-14.5pp |
| Employer contribution / active EE | $7,714 | $2,856+170.1% | $4,079+89.1% | $2,281+238.2% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $5,326-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,931 | $5,976-51.0% | $8,308-64.7% | $4,296-31.8% |