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 | $135,616 | $109,359+24.0% | $162,163-16.4% | $72,985+85.8% |
| Participation rate | 95.7% | 84.3%+11.5pp | 87.6%+8.2pp | 69.5%+26.3pp |
| Annual return | 13.93% | 25.46%-11.5pp | 115.59%-101.7pp | 81.00%-67.1pp |
| Employer contribution / active EE | $3,767 | $3,907-3.6% | $5,614-32.9% | $2,440+54.4% |
| Participant deferral / active EE | $2,250 | $5,481-58.9% | $7,298-69.2% | $3,607-37.6% |
| Admin fee / account holder | $16,313 | $7,972+104.6% | $10,843+50.5% | $5,124+218.3% |