Filed March 20, 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 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 | $101,868 | $183,963-44.6% | $162,163-37.2% | $152,861-33.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 5.47% | 150.76%-145.3pp | 115.59%-110.1pp | 345.32%-339.8pp |
| Employer contribution / active EE | $2,077 | $6,371-67.4% | $5,614-63.0% | $4,762-56.4% |
| Participant deferral / active EE | $4,610 | $8,034-42.6% | $7,298-36.8% | $5,850-21.2% |
| Admin fee / account holder | $5,834 | $13,121-55.5% | $10,843-46.2% | $11,596-49.7% |