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 | $144,440 | $123,793+16.7% | $177,821-18.8% | $79,858+80.9% |
| Participation rate | 97.8% | 84.7%+13.2pp | 87.7%+10.1pp | 69.6%+28.2pp |
| Annual return | 8.48% | 22.82%-14.3pp | 48.32%-39.8pp | 31.71%-23.2pp |
| Employer contribution / active EE | $3,864 | $4,095-5.7% | $5,918-34.7% | $2,471+56.4% |
| Participant deferral / active EE | $2,472 | $5,956-58.5% | $7,714-68.0% | $3,740-33.9% |
| Admin fee / account holder | $7,689 | $7,243+6.2% | $12,427-38.1% | $5,306+44.9% |