Filed October 23, 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 | $131,989 | $85,766+53.9% | $136,294-3.2% | $70,131+88.2% |
| Participation rate | 96.2% | 74.2%+22.0pp | 81.9%+14.2pp | 69.5%+26.6pp |
| Annual return | 18.55% | 31.45%-12.9pp | 5155.94%-5137.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $15,788 | $5,051+212.6% | $6,247+152.7% | $3,332+373.9% |
| Admin fee / account holder | $6,219 | $5,420+14.7% | $9,243-32.7% | $4,645+33.9% |