Filed January 22, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $177,301 | $88,672+100.0% | $105,223+68.5% | $82,448+115.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 12.00% | 30.86%-18.9pp | 180.65%-168.6pp | 41.64%-29.6pp |
| Employer contribution / active EE | $13,775 | $3,048+351.9% | $3,689+273.4% | $2,551+440.0% |
| Participant deferral / active EE | $6,397 | $4,036+58.5% | $5,072+26.1% | $4,139+54.5% |
| Admin fee / account holder | $13,153 | $7,146+84.1% | $8,859+48.5% | $7,234+81.8% |