Filed January 3, 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 | $185,122 | $58,208+218.0% | $81,812+126.3% | $80,856+129.0% |
| Participation rate | 88.2% | 63.4%+24.8pp | 72.3%+15.9pp | 67.6%+20.6pp |
| Annual return | 13.85% | 41.66%-27.8pp | 773.79%-759.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $9,734 | $2,340+316.0% | $2,912+234.2% | $2,755+253.3% |
| Participant deferral / active EE | $9,602 | $3,281+192.7% | $4,319+122.3% | $4,296+123.5% |
| Admin fee / account holder | $1,123 | $4,981-77.4% | $7,386-84.8% | $6,918-83.8% |