Filed February 19, 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 | $71,524 | $69,207+3.3% | $64,056+11.7% | $139,434-48.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.78% | 45.88%-36.1pp | 33.69%-23.9pp | 372.94%-363.2pp |
| Employer contribution / active EE | $7,990 | $3,182+151.1% | $2,747+190.9% | $4,751+68.2% |
| Participant deferral / active EE | $7,202 | $4,682+53.8% | $3,880+85.6% | $6,710+7.3% |
| Admin fee / account holder | $22,590 | $4,244+432.3% | $3,068+636.3% | $11,403+98.1% |