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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,207 | $110,094+41.0% | $151,611+2.4% | $68,494+126.6% |
| Participation rate | 97.5% | 84.0%+13.5pp | 87.5%+10.0pp | 67.9%+29.6pp |
| Annual return | -11.42% | -10.12%-1.3pp | 3.33%-14.7pp | -7.84%-3.6pp |
| Employer contribution / active EE | $4,669 | $4,471+4.4% | $6,166-24.3% | $2,596+79.9% |
| Participant deferral / active EE | $2,989 | $6,527-54.2% | $8,363-64.3% | $4,027-25.8% |
| Admin fee / account holder | $16,930 | $7,719+119.3% | $11,616+45.7% | $5,403+213.4% |