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 | $103,935 | $110,094-5.6% | $151,611-31.4% | $68,494+51.7% |
| Participation rate | 92.9% | 84.0%+8.9pp | 87.5%+5.4pp | 67.9%+25.0pp |
| Annual return | -4.92% | -10.12%+5.2pp | 3.33%-8.3pp | -7.84%+2.9pp |
| Employer contribution / active EE | $15,094 | $4,471+237.6% | $6,166+144.8% | $2,596+481.4% |
| Participant deferral / active EE | $1,038 | $6,527-84.1% | $8,363-87.6% | $4,027-74.2% |
| Admin fee / account holder | $9,136 | $7,719+18.4% | $11,616-21.3% | $5,403+69.1% |