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.
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 | $161,465 | $100,041+61.4% | $149,718+7.8% | $70,131+130.2% |
| Participation rate | 98.0% | 83.6%+14.4pp | 87.1%+10.9pp | 69.5%+28.5pp |
| Annual return | 9.64% | 27.43%-17.8pp | 1501.63%-1492.0pp | 73.14%-63.5pp |
| Employer contribution / active EE | $3,587 | $3,662-2.0% | $5,445-34.1% | $2,342+53.1% |
| Participant deferral / active EE | $2,110 | $4,983-57.6% | $6,569-67.9% | $3,332-36.7% |
| Admin fee / account holder | $7,275 | $8,286-12.2% | $11,283-35.5% | $4,645+56.6% |