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 | $63,460 | $125,758-49.5% | $169,993-62.7% | $75,163-15.6% |
| Participation rate | 92.5% | 83.6%+8.9pp | 87.0%+5.5pp | 67.2%+25.3pp |
| Annual return | 7.45% | 27.20%-19.7pp | 53.37%-45.9pp | 160.62%-153.2pp |
| Employer contribution / active EE | $16,649 | $4,615+260.8% | $6,785+145.4% | $2,670+523.6% |
| Participant deferral / active EE | $566 | $6,837-91.7% | $10,408-94.6% | $4,125-86.3% |
| Admin fee / account holder | $81,295 | $8,173+894.6% | $12,815+534.4% | $5,651+1338.6% |