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 | $109,443 | $148,978-26.5% | $200,582-45.4% | $84,808+29.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.26% | 28.16%-11.9pp | 42.33%-26.1pp | 40.90%-24.6pp |
| Employer contribution / active EE | $7,194 | $4,815+49.4% | $6,419+12.1% | $2,631+173.4% |
| Participant deferral / active EE | $2,612 | $7,142-63.4% | $9,331-72.0% | $4,212-38.0% |
| Admin fee / account holder | $5,088 | $13,977-63.6% | $16,305-68.8% | $7,344-30.7% |