Filed February 4, 2003 (most recent of 2 filings on file)
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.
Participant 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 | $109,621 | $109,359+0.2% | $162,163-32.4% | $72,985+50.2% |
| Participation rate | 70.4% | 84.3%-13.9pp | 87.6%-17.2pp | 69.5%+0.9pp |
| Annual return | 23.94% | 25.46%-1.5pp | 115.59%-91.6pp | 81.00%-57.1pp |
| Employer contribution / active EE | $3,521 | $3,907-9.9% | $5,614-37.3% | $2,440+44.3% |
| Participant deferral / active EE | $1,106 | $5,481-79.8% | $7,298-84.9% | $3,607-69.4% |
| Admin fee / account holder | $7,076 | $7,972-11.2% | $10,843-34.7% | $5,124+38.1% |