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 | $98,417 | $100,041-1.6% | $149,718-34.3% | $70,131+40.3% |
| Participation rate | 78.3% | 83.6%-5.3pp | 87.1%-8.8pp | 69.5%+8.7pp |
| Annual return | 18.10% | 27.43%-9.3pp | 1501.63%-1483.5pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,904 | $3,662-48.0% | $5,445-65.0% | $2,342-18.7% |
| Participant deferral / active EE | $4,221 | $4,983-15.3% | $6,569-35.7% | $3,332+26.7% |
| Admin fee / account holder | $19,790 | $8,286+138.8% | $11,283+75.4% | $4,645+326.0% |