Filed June 23, 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 | $196,800 | $58,577+236.0% | $83,333+136.2% | $64,186+206.6% |
| Participation rate | 92.0% | 72.0%+20.0pp | 77.8%+14.2pp | 69.6%+22.4pp |
| Annual return | -8.29% | 9.65%-17.9pp | 10.63%-18.9pp | 7.63%-15.9pp |
| Employer contribution / active EE | $3,763 | $2,098+79.4% | $3,379+11.4% | $2,381+58.1% |
| Participant deferral / active EE | $11,477 | $4,654+146.6% | $5,565+106.2% | $3,470+230.8% |
| Admin fee / account holder | $1,726 | $9,275-81.4% | $7,510-77.0% | $4,888-64.7% |