Filed December 22, 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.
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 | $37,932 | $232,540-83.7% | $185,117-79.5% | $147,584-74.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 3.04% | 43.03%-40.0pp | 40.50%-37.5pp | 578.55%-575.5pp |
| Employer contribution / active EE | $6,163 | $5,195+18.6% | $4,182+47.4% | $4,876+26.4% |
| Participant deferral / active EE | $7,790 | $5,834+33.5% | $5,045+54.4% | $5,439+43.2% |
| Admin fee / account holder | $170,216 | $10,275+1556.6% | $8,159+1986.1% | $10,885+1463.7% |