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 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 | $235,793 | $72,388+225.7% | $111,392+111.7% | $64,186+267.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 78.9%+21.1pp | 69.6%+30.4pp |
| Annual return | 28.44% | -1.50%+29.9pp | -2.06%+30.5pp | 7.63%+20.8pp |
| Employer contribution / active EE | $5,477 | $3,000+82.6% | $4,328+26.5% | $2,381+130.0% |
| Participant deferral / active EE | $10,945 | $4,241+158.0% | $5,567+96.6% | $3,470+215.4% |
| Admin fee / account holder | $54,067 | $5,719+845.3% | $12,266+340.8% | $4,888+1006.1% |