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 | $37,757 | $82,523-54.2% | $115,752-67.4% | $70,131-46.2% |
| Participation rate | 73.0% | 74.0%-1.0pp | 77.8%-4.8pp | 69.5%+3.4pp |
| Annual return | 18.94% | 28.22%-9.3pp | 19.41%-0.5pp | 73.14%-54.2pp |
| Employer contribution / active EE | $408 | $2,758-85.2% | $3,492-88.3% | $2,342-82.6% |
| Participant deferral / active EE | $2,689 | $4,062-33.8% | $5,204-48.3% | $3,332-19.3% |
| Admin fee / account holder | $2,480 | $4,552-45.5% | $6,278-60.5% | $4,645-46.6% |