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 | $79,218 | $209,832-62.2% | $189,513-58.2% | $167,490-52.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.57% | 748.27%-734.7pp | 555.15%-541.6pp | 478.56%-465.0pp |
| Employer contribution / active EE | $3,332 | $6,914-51.8% | $6,162-45.9% | $4,837-31.1% |
| Participant deferral / active EE | $3,936 | $8,935-56.0% | $8,221-52.1% | $6,341-37.9% |
| Admin fee / account holder | $5,023 | $14,293-64.9% | $12,045-58.3% | $12,309-59.2% |