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 | $125,646 | $176,812-28.9% | $146,665-14.3% | $167,490-25.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.76% | 24.03%-11.3pp | 22.74%-10.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,000 | $5,160-80.6% | $4,136-75.8% | $4,837-79.3% |
| Participant deferral / active EE | $6,492 | $6,440+0.8% | $5,506+17.9% | $6,341+2.4% |
| Admin fee / account holder | $2,025 | $13,259-84.7% | $10,280-80.3% | $12,309-83.5% |