Filed February 14, 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 | $169,146 | $91,552+84.8% | $133,956+26.3% | $79,858+111.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.16% | 61.85%-47.7pp | 45.09%-30.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,861 | $2,384-21.9% | $3,919-52.5% | $2,471-24.7% |
| Participant deferral / active EE | $3,370 | $3,733-9.7% | $5,048-33.2% | $3,740-9.9% |
| Admin fee / account holder | $17,347 | $6,321+174.4% | $8,927+94.3% | $5,306+226.9% |