Filed January 13, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,421 | $87,841-68.8% | $133,980-79.5% | $62,891-56.4% |
| Participation rate | 98.0% | 83.4%+14.6pp | 87.1%+10.9pp | 69.3%+28.7pp |
| Annual return | 4.97% | 12.05%-7.1pp | 29.30%-24.3pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,439 | $3,483-58.7% | $5,211-72.4% | $2,281-36.9% |
| Participant deferral / active EE | $3,235 | $4,812-32.8% | $6,282-48.5% | $3,203+1.0% |
| Admin fee / account holder | $11,085 | $5,371+106.4% | $9,324+18.9% | $4,296+158.1% |