Filed April 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.
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.
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 | $111,466 | $76,552+45.6% | $123,892-10.0% | $62,891+77.2% |
| Participation rate | 96.4% | 73.0%+23.4pp | 81.4%+15.0pp | 69.3%+27.1pp |
| Annual return | 5.07% | 18.68%-13.6pp | 47.52%-42.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $615 | $2,883-78.7% | $4,617-86.7% | $2,281-73.0% |
| Participant deferral / active EE | $7,264 | $4,840+50.1% | $5,984+21.4% | $3,203+126.8% |
| Admin fee / account holder | $6,650 | $4,826+37.8% | $8,357-20.4% | $4,296+54.8% |