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 | $182,473 | $91,552+99.3% | $133,956+36.2% | $79,858+128.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 5.17% | 61.85%-56.7pp | 45.09%-39.9pp | 31.71%-26.5pp |
| Employer contribution / active EE | $13,425 | $2,384+463.2% | $3,919+242.6% | $2,471+443.3% |
| Participant deferral / active EE | $1,012 | $3,733-72.9% | $5,048-80.0% | $3,740-73.0% |
| Admin fee / account holder | $5,762 | $6,321-8.8% | $8,927-35.5% | $5,306+8.6% |