Filed October 29, 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 | $60,531 | $68,346-11.4% | $94,646-36.0% | $75,163-19.5% |
| Participation rate | 70.0% | 76.1%-6.1pp | 80.8%-10.8pp | 67.2%+2.8pp |
| Annual return | 14.85% | 616.93%-602.1pp | 156.71%-141.9pp | 160.62%-145.8pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,172 | $6,537-66.8% | $7,418-70.7% | $4,125-47.3% |
| Admin fee / account holder | $7,553 | $5,326+41.8% | $7,231+4.5% | $5,651+33.7% |