Filed April 24, 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 | $133,059 | $100,923+31.8% | $150,045-11.3% | $74,304+79.1% |
| Participation rate | 72.4% | 70.1%+2.3pp | 82.3%-9.9pp | 60.3%+12.0pp |
| Annual return | 17.17% | 51.77%-34.6pp | 62.55%-45.4pp | 29.43%-12.3pp |
| Employer contribution / active EE | $2,575 | $3,463-25.6% | $4,693-45.1% | $2,241+14.9% |
| Participant deferral / active EE | $7,242 | $6,709+7.9% | $7,997-9.4% | $3,767+92.2% |
| Admin fee / account holder | $3,766 | $2,767+36.1% | $13,435-72.0% | $2,969+26.8% |