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 | $180,912 | $68,547+163.9% | $120,354+50.3% | $80,856+123.7% |
| Participation rate | 93.7% | 61.6%+32.1pp | 71.9%+21.8pp | 67.6%+26.0pp |
| Annual return | 14.09% | 23.60%-9.5pp | 107.15%-93.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $14,728 | $2,051+618.0% | $3,463+325.3% | $2,755+434.6% |
| Participant deferral / active EE | $5,193 | $3,173+63.6% | $4,991+4.1% | $4,296+20.9% |
| Admin fee / account holder | $3,695 | $5,732-35.5% | $9,423-60.8% | $6,918-46.6% |