Filed April 23, 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 | $85,737 | $152,587-43.8% | $125,175-31.5% | $152,861-43.9% |
| Participation rate | 94.1% | 83.3%+10.8pp | 79.8%+14.3pp | 82.4%+11.7pp |
| Annual return | 18.06% | 54.84%-36.8pp | 43.79%-25.7pp | 345.32%-327.3pp |
| Employer contribution / active EE | $680 | $4,946-86.2% | $3,865-82.4% | $4,762-85.7% |
| Participant deferral / active EE | $4,736 | $5,868-19.3% | $4,937-4.1% | $5,850-19.0% |
| Admin fee / account holder | $2,592 | $13,434-80.7% | $9,702-73.3% | $11,596-77.6% |