Filed December 18, 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 | $60,960 | $197,591-69.1% | $177,821-65.7% | $158,922-61.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.18% | 58.76%-40.6pp | 48.32%-30.1pp | 302.83%-284.6pp |
| Employer contribution / active EE | $5,766 | $6,697-13.9% | $5,918-2.6% | $4,761+21.1% |
| Participant deferral / active EE | $3,218 | $8,405-61.7% | $7,714-58.3% | $5,982-46.2% |
| Admin fee / account holder | $2,853 | $15,399-81.5% | $12,427-77.0% | $11,246-74.6% |