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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,809 | $101,724+169.2% | $164,813+66.1% | $80,856+238.6% |
| Participation rate | 97.7% | 71.8%+25.8pp | 78.6%+19.1pp | 67.6%+30.0pp |
| Annual return | 10.54% | 16.72%-6.2pp | 69.93%-59.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $13,886 | $2,953+370.1% | $4,341+219.9% | $2,755+404.0% |
| Participant deferral / active EE | $1,208 | $4,477-73.0% | $6,031-80.0% | $4,296-71.9% |
| Admin fee / account holder | $1,086 | $8,227-86.8% | $12,690-91.4% | $6,918-84.3% |