Filed June 30, 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 | $106,269 | $54,705+94.3% | $71,209+49.2% | $84,808+25.3% |
| Participation rate | 79.7% | 64.1%+15.6pp | 73.8%+6.0pp | 68.3%+11.4pp |
| Annual return | 11.60% | 35.90%-24.3pp | 282.51%-270.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $3,393 | $2,158+57.2% | $2,721+24.7% | $2,631+28.9% |
| Participant deferral / active EE | $6,529 | $3,030+115.5% | $4,175+56.4% | $4,212+55.0% |
| Admin fee / account holder | $5,020 | $4,863+3.2% | $5,349-6.1% | $7,344-31.6% |