Filed October 14, 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 | $151,583 | $87,841+72.6% | $133,980+13.1% | $62,891+141.0% |
| Participation rate | 97.8% | 83.4%+14.4pp | 87.1%+10.8pp | 69.3%+28.5pp |
| Annual return | 4.30% | 12.05%-7.8pp | 29.30%-25.0pp | 20.14%-15.8pp |
| Employer contribution / active EE | $3,802 | $3,483+9.2% | $5,211-27.0% | $2,281+66.7% |
| Participant deferral / active EE | $2,269 | $4,812-52.9% | $6,282-63.9% | $3,203-29.2% |
| Admin fee / account holder | $5,680 | $5,371+5.7% | $9,324-39.1% | $4,296+32.2% |