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 | $118,132 | $93,571+26.2% | $135,903-13.1% | $75,163+57.2% |
| Participation rate | 89.7% | 75.2%+14.6pp | 81.9%+7.8pp | 67.2%+22.6pp |
| Annual return | 21.56% | 30.90%-9.3pp | 68.23%-46.7pp | 160.62%-139.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $15,709 | $6,404+145.3% | $7,758+102.5% | $4,125+280.8% |
| Admin fee / account holder | $2,995 | $6,975-57.1% | $10,762-72.2% | $5,651-47.0% |