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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,812 | $83,477+98.6% | $125,175+32.5% | $72,985+127.2% |
| Participation rate | 97.8% | 73.3%+24.5pp | 79.8%+18.0pp | 69.5%+28.3pp |
| Annual return | 3.34% | 25.78%-22.4pp | 43.79%-40.5pp | 81.00%-77.7pp |
| Employer contribution / active EE | $12,513 | $2,345+433.5% | $3,865+223.7% | $2,440+412.8% |
| Participant deferral / active EE | $1,001 | $3,585-72.1% | $4,937-79.7% | $3,607-72.2% |
| Admin fee / account holder | $19,322 | $5,517+250.2% | $9,702+99.1% | $5,124+277.1% |