Filed May 5, 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 | $160,897 | $52,836+204.5% | $105,738+52.2% | $64,186+150.7% |
| Participation rate | 98.2% | 66.5%+31.6pp | 76.3%+21.8pp | 69.6%+28.6pp |
| Annual return | 11.90% | 14.30%-2.4pp | 6.27%+5.6pp | 7.63%+4.3pp |
| Employer contribution / active EE | $11,430 | $1,827+525.6% | $3,268+249.7% | $2,381+380.1% |
| Participant deferral / active EE | $2,921 | $2,545+14.8% | $4,080-28.4% | $3,470-15.8% |
| Admin fee / account holder | $4,690 | $3,959+18.5% | $6,913-32.2% | $4,888-4.1% |