Filed December 29, 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.
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 | $46,643 | $46,553+0.2% | $64,056-27.2% | $75,163-37.9% |
| Participation rate | 88.6% | 65.9%+22.7pp | 72.3%+16.3pp | 67.2%+21.4pp |
| Annual return | 16.76% | 26.03%-9.3pp | 33.69%-16.9pp | 160.62%-143.9pp |
| Employer contribution / active EE | $3,814 | $1,974+93.2% | $2,747+38.9% | $2,670+42.8% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,880-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,385 | $2,952-19.2% | $3,068-22.3% | $5,651-57.8% |