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 | $224,523 | $99,985+124.6% | $146,665+53.1% | $85,850+161.5% |
| Participation rate | 97.6% | 73.1%+24.5pp | 80.1%+17.5pp | 69.3%+28.2pp |
| Annual return | 16.09% | 18.93%-2.8pp | 22.74%-6.7pp | 318.53%-302.4pp |
| Employer contribution / active EE | $13,648 | $2,559+433.4% | $4,136+230.0% | $2,565+432.1% |
| Participant deferral / active EE | $928 | $4,006-76.8% | $5,506-83.2% | $3,952-76.5% |
| Admin fee / account holder | $21,305 | $7,702+176.6% | $10,280+107.3% | $6,260+240.3% |