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 | $163,113 | $91,538+78.2% | $129,995+25.5% | $75,163+117.0% |
| Participation rate | 98.4% | 71.4%+26.9pp | 78.5%+19.9pp | 67.2%+31.2pp |
| Annual return | 15.35% | -631.11%+646.5pp | -137.18%+152.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,221 | $2,845-57.1% | $4,320-71.7% | $2,670-54.3% |
| Participant deferral / active EE | $3,476 | $4,341-19.9% | $5,820-40.3% | $4,125-15.7% |
| Admin fee / account holder | $4,846 | $6,790-28.6% | $10,614-54.3% | $5,651-14.3% |