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 | $43,511 | $91,019-52.2% | $392,568-88.9% | $72,985-40.4% |
| Participation rate | 77.3% | 74.4%+2.9pp | 78.1%-0.8pp | 69.5%+7.8pp |
| Annual return | 22.41% | 20.00%+2.4pp | 24.42%-2.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $415 | $2,751-84.9% | $3,783-89.0% | $2,440-83.0% |
| Participant deferral / active EE | $2,893 | $4,570-36.7% | $5,985-51.7% | $3,607-19.8% |
| Admin fee / account holder | $2,324 | $4,895-52.5% | $6,260-62.9% | $5,124-54.6% |