Filed March 20, 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 | $173,246 | $72,404+139.3% | $110,238+57.2% | $64,186+169.9% |
| Participation rate | 91.5% | 73.3%+18.2pp | 79.8%+11.7pp | 69.6%+21.9pp |
| Annual return | 6.52% | -6.29%+12.8pp | 314.74%-308.2pp | 7.63%-1.1pp |
| Employer contribution / active EE | $10,948 | $2,282+379.8% | $3,826+186.1% | $2,381+359.8% |
| Participant deferral / active EE | $924 | $3,469-73.4% | $4,672-80.2% | $3,470-73.4% |
| Admin fee / account holder | $17,152 | $5,664+202.8% | $8,547+100.7% | $4,888+250.9% |