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 | $104,927 | $105,181-0.2% | $159,436-34.2% | $85,850+22.2% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.8%+14.2pp | 69.3%+27.7pp |
| Annual return | 17.92% | 45.07%-27.2pp | 263.57%-245.6pp | 318.53%-300.6pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $15,009 | $5,945+152.5% | $7,352+104.1% | $3,952+279.8% |
| Admin fee / account holder | $632 | $6,933-90.9% | $10,799-94.1% | $6,260-89.9% |