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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,933 | $132,239-52.4% | $105,722-40.5% | $273,961-77.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | -3.82% | 10.07%-13.9pp | 12.25%-16.1pp | 41.45%-45.3pp |
| Employer contribution / active EE | $938 | $4,867-80.7% | $4,079-77.0% | $4,869-80.7% |
| Participant deferral / active EE | $4,129 | $6,233-33.8% | $5,326-22.5% | $5,287-21.9% |
| Admin fee / account holder | $1,071 | $12,032-91.1% | $8,308-87.1% | $10,132-89.4% |