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 | $95,372 | $138,347-31.1% | $184,203-48.2% | $80,856+18.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.37% | 20.02%-7.6pp | 28.81%-16.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $6,916 | $4,850+42.6% | $6,427+7.6% | $2,755+151.1% |
| Participant deferral / active EE | $2,365 | $7,071-66.6% | $9,131-74.1% | $4,296-44.9% |
| Admin fee / account holder | $39,165 | $10,483+273.6% | $13,901+181.7% | $6,918+466.1% |