Filed June 3, 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.
Employer 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 | $26,819 | $72,114-62.8% | $108,745-75.3% | $62,891-57.4% |
| Participation rate | 85.7% | 74.6%+11.1pp | 77.7%+8.0pp | 69.3%+16.4pp |
| Annual return | 6.06% | 13.41%-7.3pp | 46.22%-40.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $276 | $2,694-89.8% | $3,323-91.7% | $2,281-87.9% |
| Participant deferral / active EE | $2,423 | $4,044-40.1% | $5,121-52.7% | $3,203-24.3% |
| Admin fee / account holder | $2,867 | $4,608-37.8% | $6,144-53.3% | $4,296-33.2% |