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 | $190,933 | $70,587+170.5% | $124,672+53.1% | $85,850+122.4% |
| Participation rate | 91.2% | 64.4%+26.8pp | 74.6%+16.6pp | 69.3%+21.9pp |
| Annual return | 39.84% | 20688.83%-20649.0pp | 5142.93%-5103.1pp | 318.53%-278.7pp |
| Employer contribution / active EE | $13,755 | $1,913+618.8% | $3,324+313.9% | $2,565+436.2% |
| Participant deferral / active EE | $4,202 | $2,969+41.6% | $4,614-8.9% | $3,952+6.3% |
| Admin fee / account holder | $22,145 | $5,282+319.2% | $7,493+195.5% | $6,260+253.8% |