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 | $128,232 | $185,822-31.0% | $169,993-24.6% | $139,434-8.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.09% | 60.50%-52.4pp | 53.37%-45.3pp | 372.94%-364.9pp |
| Employer contribution / active EE | $2,952 | $7,590-61.1% | $6,785-56.5% | $4,751-37.9% |
| Participant deferral / active EE | $8,661 | $11,622-25.5% | $10,408-16.8% | $6,710+29.1% |
| Admin fee / account holder | $3,659 | $15,381-76.2% | $12,815-71.4% | $11,403-67.9% |