Filed October 1, 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 7-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 | $10,059 | $72,492-86.1% | $87,100-88.5% | $72,985-86.2% |
| Participation rate | 95.2% | 72.8%+22.4pp | 76.9%+18.4pp | 69.5%+25.8pp |
| Annual return | -9.15% | 24.46%-33.6pp | 28.19%-37.3pp | 81.00%-90.2pp |
| Employer contribution / active EE | $3,155 | $1,894+66.6% | $2,521+25.1% | $2,440+29.3% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,930 | $5,055-42.0% | $7,497-60.9% | $5,124-42.8% |