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 | $75,555 | $48,076+57.2% | $78,689-4.0% | $62,891+20.1% |
| Participation rate | 74.1% | 65.2%+8.9pp | 73.6%+0.5pp | 69.3%+4.8pp |
| Annual return | 6.44% | 31.35%-24.9pp | 62.18%-55.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $9,356 | $2,588+261.6% | $3,517+166.0% | $3,203+192.1% |
| Admin fee / account holder | $1,870 | $3,207-41.7% | $4,510-58.5% | $4,296-56.5% |