Filed December 31, 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.
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 | $249,981 | $105,181+137.7% | $159,436+56.8% | $85,850+191.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 10.54% | 45.07%-34.5pp | 263.57%-253.0pp | 318.53%-308.0pp |
| Employer contribution / active EE | $8,062 | $3,318+143.0% | $4,829+66.9% | $2,565+214.3% |
| Participant deferral / active EE | $4,031 | $5,945-32.2% | $7,352-45.2% | $3,952+2.0% |
| Admin fee / account holder | $1,831 | $6,933-73.6% | $10,799-83.0% | $6,260-70.8% |