Filed June 5, 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.
Employer 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 | $51,267 | $89,753-42.9% | $107,525-52.3% | $84,808-39.5% |
| Participation rate | 71.4% | 68.1%+3.4pp | 75.1%-3.6pp | 68.3%+3.1pp |
| Annual return | 13.97% | 29.48%-15.5pp | 181.32%-167.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $256 | $3,113-91.8% | $3,754-93.2% | $2,631-90.3% |
| Participant deferral / active EE | $2,561 | $4,056-36.9% | $5,116-49.9% | $4,212-39.2% |
| Admin fee / account holder | $750 | $7,222-89.6% | $8,919-91.6% | $7,344-89.8% |