Filed April 21, 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 | $177,943 | $239,571-25.7% | $183,328-2.9% | $137,256+29.6% |
| Participation rate | 84.2% | 82.4%+1.8pp | 77.3%+6.9pp | 80.0%+4.3pp |
| Annual return | 13.10% | 35.69%-22.6pp | 29.67%-16.6pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,052 | $6,148-82.9% | $5,055-79.2% | $4,156-74.7% |
| Participant deferral / active EE | $5,746 | $7,995-28.1% | $6,795-15.4% | $6,407-10.3% |
| Admin fee / account holder | $3,487 | $30,059-88.4% | $21,427-83.7% | $12,270-71.6% |