Filed September 4, 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 | $102,483 | $74,888+36.8% | $71,209+43.9% | $142,382-28.0% |
| Participation rate | 84.2% | 76.2%+8.0pp | 73.8%+10.5pp | 80.1%+4.1pp |
| Annual return | 12.42% | 345.14%-332.7pp | 282.51%-270.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,368 | $2,854-17.0% | $2,721-13.0% | $4,299-44.9% |
| Participant deferral / active EE | $7,179 | $4,454+61.2% | $4,175+72.0% | $6,507+10.3% |
| Admin fee / account holder | $46,118 | $5,568+728.2% | $5,349+762.2% | $12,624+265.3% |