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 | $198,441 | $89,355+122.1% | $141,162+40.6% | $72,985+171.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 9.31% | 111.85%-102.5pp | 71.39%-62.1pp | 81.00%-71.7pp |
| Employer contribution / active EE | $7,136 | $3,114+129.1% | $4,735+50.7% | $2,440+192.5% |
| Participant deferral / active EE | $8,876 | $5,418+63.8% | $6,709+32.3% | $3,607+146.0% |
| Admin fee / account holder | $11,210 | $5,958+88.1% | $10,261+9.2% | $5,124+118.8% |