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 | $170,816 | $56,357+203.1% | $104,294+63.8% | $68,494+149.4% |
| Participation rate | 90.3% | 63.3%+27.0pp | 73.3%+17.0pp | 67.9%+22.4pp |
| Annual return | -8.63% | -9.19%+0.6pp | 24.61%-33.2pp | -7.84%-0.8pp |
| Employer contribution / active EE | $13,872 | $1,960+607.7% | $3,372+311.4% | $2,596+434.3% |
| Participant deferral / active EE | $4,760 | $3,077+54.7% | $4,625+2.9% | $4,027+18.2% |
| Admin fee / account holder | $9,767 | $4,903+99.2% | $7,339+33.1% | $5,403+80.8% |