Filed January 15, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,192 | $76,552+114.5% | $123,892+32.5% | $62,891+161.1% |
| Participation rate | 70.0% | 73.0%-3.0pp | 81.4%-11.4pp | 69.3%+0.7pp |
| Annual return | 2.19% | 18.68%-16.5pp | 47.52%-45.3pp | 20.14%-18.0pp |
| Employer contribution / active EE | $3,138 | $2,883+8.9% | $4,617-32.0% | $2,281+37.6% |
| Participant deferral / active EE | $7,782 | $4,840+60.8% | $5,984+30.0% | $3,203+143.0% |
| Admin fee / account holder | $362 | $4,826-92.5% | $8,357-95.7% | $4,296-91.6% |