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 | $107,791 | $79,557+35.5% | $118,746-9.2% | $70,131+53.7% |
| Participation rate | 93.6% | 71.4%+22.3pp | 78.3%+15.3pp | 69.5%+24.1pp |
| Annual return | 15.03% | 25.64%-10.6pp | 24.54%-9.5pp | 73.14%-58.1pp |
| Employer contribution / active EE | $6,283 | $2,861+119.6% | $4,193+49.9% | $2,342+168.2% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $5,332-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,718 | $5,374-12.2% | $10,720-56.0% | $4,645+1.6% |