Filed October 27, 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 9-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 | $121,255 | $46,869+158.7% | $122,332-0.9% | $70,131+72.9% |
| Participation rate | 95.5% | 58.2%+37.3pp | 71.6%+23.8pp | 69.5%+25.9pp |
| Annual return | 12.75% | 24.22%-11.5pp | 30.27%-17.5pp | 73.14%-60.4pp |
| Employer contribution / active EE | $12,537 | $1,288+873.5% | $4,050+209.5% | $2,342+435.2% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10,390 | $3,322+212.7% | $5,478+89.7% | $4,645+123.7% |