Filed February 28, 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 | $59,537 | $45,566+30.7% | $64,105-7.1% | $59,632-0.2% |
| Participation rate | 71.4% | 60.2%+11.3pp | 68.2%+3.3pp | 68.7%+2.8pp |
| Annual return | -10.36% | 4.95%-15.3pp | 791.24%-801.6pp | 2041.28%-2051.6pp |
| Employer contribution / active EE | $994 | $934+6.4% | $1,820-45.4% | $2,203-54.9% |
| Participant deferral / active EE | $3,901 | $2,057+89.7% | $2,822+38.3% | $3,192+22.2% |
| Admin fee / account holder | $4,352 | $3,268+33.2% | $4,499-3.3% | $4,297+1.3% |