Filed May 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 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.
Participant 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 | $64,403 | $94,529-31.9% | $140,016-54.0% | $64,186+0.3% |
| Participation rate | 97.8% | 84.1%+13.7pp | 87.5%+10.3pp | 69.6%+28.3pp |
| Annual return | -1.70% | 7.77%-9.5pp | 651.12%-652.8pp | 7.63%-9.3pp |
| Employer contribution / active EE | $11,285 | $3,812+196.0% | $5,606+101.3% | $2,381+374.0% |
| Participant deferral / active EE | $573 | $5,250-89.1% | $6,927-91.7% | $3,470-83.5% |
| Admin fee / account holder | $3,612 | $6,741-46.4% | $10,705-66.3% | $4,888-26.1% |