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 | $166,593 | $125,758+32.5% | $169,993-2.0% | $75,163+121.6% |
| Participation rate | 97.8% | 83.6%+14.2pp | 87.0%+10.8pp | 67.2%+30.6pp |
| Annual return | 13.06% | 27.20%-14.1pp | 53.37%-40.3pp | 160.62%-147.6pp |
| Employer contribution / active EE | $4,429 | $4,615-4.0% | $6,785-34.7% | $2,670+65.9% |
| Participant deferral / active EE | $2,893 | $6,837-57.7% | $10,408-72.2% | $4,125-29.9% |
| Admin fee / account holder | $3,440 | $8,173-57.9% | $12,815-73.2% | $5,651-39.1% |