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.
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 | $190,922 | $138,347+38.0% | $184,203+3.6% | $80,856+136.1% |
| Participation rate | 97.8% | 83.9%+14.0pp | 86.8%+11.0pp | 67.6%+30.2pp |
| Annual return | 9.55% | 20.02%-10.5pp | 28.81%-19.3pp | 35.59%-26.0pp |
| Employer contribution / active EE | $4,553 | $4,850-6.1% | $6,427-29.2% | $2,755+65.3% |
| Participant deferral / active EE | $3,427 | $7,071-51.5% | $9,131-62.5% | $4,296-20.2% |
| Admin fee / account holder | $4,734 | $10,483-54.8% | $13,901-65.9% | $6,918-31.6% |