Filed June 4, 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 | $40,710 | $81,233-49.9% | $155,567-73.8% | $80,874-49.7% |
| Participation rate | 82.0% | 66.2%+15.7pp | 78.2%+3.8pp | 67.6%+14.3pp |
| Annual return | 10.72% | 33.33%-22.6pp | 64.74%-54.0pp | 35.62%-24.9pp |
| Employer contribution / active EE | $1,725 | $3,101-44.4% | $4,674-63.1% | $2,756-37.4% |
| Participant deferral / active EE | $4,053 | $3,452+17.4% | $5,628-28.0% | $4,297-5.7% |
| Admin fee / account holder | $3,781 | $7,998-52.7% | $15,916-76.2% | $6,935-45.5% |