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 | $112,420 | $137,414-18.2% | $189,513-40.7% | $85,850+30.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 17.04% | 38.14%-21.1pp | 555.15%-538.1pp | 318.53%-301.5pp |
| Employer contribution / active EE | $5,602 | $4,344+28.9% | $6,162-9.1% | $2,565+118.4% |
| Participant deferral / active EE | $1,452 | $6,260-76.8% | $8,221-82.3% | $3,952-63.3% |
| Admin fee / account holder | $13,871 | $8,630+60.7% | $12,045+15.2% | $6,260+121.6% |