Filed October 15, 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 | $147,397 | $54,705+169.4% | $71,209+107.0% | $84,808+73.8% |
| Participation rate | 97.3% | 64.1%+33.2pp | 73.8%+23.5pp | 68.3%+29.0pp |
| Annual return | 11.31% | 35.90%-24.6pp | 282.51%-271.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $10,470 | $2,158+385.2% | $2,721+284.8% | $2,631+297.9% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $7,339 | $4,863+50.9% | $5,349+37.2% | $7,344-0.1% |