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 | $205,913 | $81,900+151.4% | $119,609+72.2% | $68,494+200.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 5.13% | -23.82%+28.9pp | -14.97%+20.1pp | -7.84%+13.0pp |
| Employer contribution / active EE | $14,840 | $2,693+451.0% | $4,232+250.7% | $2,596+471.6% |
| Participant deferral / active EE | $311 | $4,148-92.5% | $5,602-94.5% | $4,027-92.3% |
| Admin fee / account holder | $1,045 | $6,582-84.1% | $10,323-89.9% | $5,403-80.6% |