Filed December 12, 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.
Participant 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 | $105,477 | $109,817-4.0% | $98,442+7.1% | $167,490-37.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 27.03% | 1956.69%-1929.7pp | 1492.73%-1465.7pp | 478.56%-451.5pp |
| Employer contribution / active EE | $8,819 | $3,224+173.5% | $2,960+198.0% | $4,837+82.3% |
| Participant deferral / active EE | $625 | $4,673-86.6% | $4,276-85.4% | $6,341-90.1% |
| Admin fee / account holder | $7,312 | $6,753+8.3% | $5,949+22.9% | $12,309-40.6% |