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 | $92,426 | $138,347-33.2% | $184,203-49.8% | $80,856+14.3% |
| Participation rate | 96.2% | 83.9%+12.3pp | 86.8%+9.3pp | 67.6%+28.5pp |
| Annual return | 16.49% | 20.02%-3.5pp | 28.81%-12.3pp | 35.59%-19.1pp |
| Employer contribution / active EE | $4,640 | $4,850-4.3% | $6,427-27.8% | $2,755+68.4% |
| Participant deferral / active EE | $4,935 | $7,071-30.2% | $9,131-46.0% | $4,296+14.9% |
| Admin fee / account holder | $5,498 | $10,483-47.6% | $13,901-60.4% | $6,918-20.5% |