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 | $170,420 | $49,173+246.6% | $121,098+40.7% | $75,163+126.7% |
| Participation rate | 89.1% | 55.4%+33.7pp | 69.5%+19.6pp | 67.2%+21.9pp |
| Annual return | 10.99% | 55.99%-45.0pp | 985.75%-974.8pp | 160.62%-149.6pp |
| Employer contribution / active EE | $13,722 | $1,546+787.8% | $4,164+229.6% | $2,670+414.0% |
| Participant deferral / active EE | $5,259 | $2,628+100.2% | $4,080+28.9% | $4,125+27.5% |
| Admin fee / account holder | $3,869 | $3,942-1.8% | $5,644-31.5% | $5,651-31.5% |