Filed April 22, 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 | $97,493 | $58,523+66.6% | $99,443-2.0% | $72,985+33.6% |
| Participation rate | 99.0% | 64.6%+34.3pp | 73.8%+25.1pp | 69.5%+29.5pp |
| Annual return | -11.56% | 28.51%-40.1pp | 30.72%-42.3pp | 81.00%-92.6pp |
| Employer contribution / active EE | $5,405 | $1,512+257.5% | $2,540+112.8% | $2,440+121.5% |
| Participant deferral / active EE | $0 | $2,606-100.0% | $3,619-100.0% | $3,607-100.0% |
| Admin fee / account holder | $3,098 | $4,102-24.5% | $6,250-50.4% | $5,124-39.5% |