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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,449 | $137,414-23.3% | $189,513-44.4% | $85,850+22.8% |
| Participation rate | 95.5% | 84.6%+10.8pp | 87.8%+7.6pp | 69.3%+26.1pp |
| Annual return | 9.35% | 38.14%-28.8pp | 555.15%-545.8pp | 318.53%-309.2pp |
| Employer contribution / active EE | $14,416 | $4,344+231.8% | $6,162+134.0% | $2,565+462.0% |
| Participant deferral / active EE | $625 | $6,260-90.0% | $8,221-92.4% | $3,952-84.2% |
| Admin fee / account holder | $8,048 | $8,630-6.7% | $12,045-33.2% | $6,260+28.6% |