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 | $157,612 | $81,900+92.4% | $119,609+31.8% | $68,494+130.1% |
| Participation rate | 98.2% | 71.9%+26.3pp | 79.3%+18.9pp | 67.9%+30.3pp |
| Annual return | -13.20% | -23.82%+10.6pp | -14.97%+1.8pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,488 | $2,693-44.8% | $4,232-64.8% | $2,596-42.7% |
| Participant deferral / active EE | $3,758 | $4,148-9.4% | $5,602-32.9% | $4,027-6.7% |
| Admin fee / account holder | $52,551 | $6,582+698.4% | $10,323+409.0% | $5,403+872.7% |