Filed December 29, 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 | $248,789 | $214,378+16.1% | $200,582+24.0% | $142,382+74.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.84% | 46.41%-35.6pp | 42.33%-31.5pp | 217.08%-206.2pp |
| Employer contribution / active EE | $6,044 | $6,841-11.6% | $6,419-5.8% | $4,299+40.6% |
| Participant deferral / active EE | $5,344 | $9,865-45.8% | $9,331-42.7% | $6,507-17.9% |
| Admin fee / account holder | $33,763 | $17,692+90.8% | $16,305+107.1% | $12,624+167.5% |