Filed July 22, 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 | $96,714 | $87,841+10.1% | $133,980-27.8% | $62,891+53.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 87.1%-7.1pp | 69.3%+10.7pp |
| Annual return | 20.91% | 12.05%+8.9pp | 29.30%-8.4pp | 20.14%+0.8pp |
| Employer contribution / active EE | $1,947 | $3,483-44.1% | $5,211-62.6% | $2,281-14.6% |
| Participant deferral / active EE | $4,211 | $4,812-12.5% | $6,282-33.0% | $3,203+31.5% |
| Admin fee / account holder | $3,294 | $5,371-38.7% | $9,324-64.7% | $4,296-23.3% |