Filed April 30, 2003 (most recent of 2 filings on file)
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 7-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,920 | $54,705-38.0% | $71,209-52.4% | $84,808-60.0% |
| Participation rate | 95.6% | 64.1%+31.5pp | 73.8%+21.8pp | 68.3%+27.2pp |
| Annual return | 16.16% | 35.90%-19.7pp | 282.51%-266.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,723 | $2,158+26.2% | $2,721+0.1% | $2,631+3.5% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $706 | $4,863-85.5% | $5,349-86.8% | $7,344-90.4% |