Filed July 28, 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 | $123,518 | $197,591-37.5% | $177,821-30.5% | $158,922-22.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 3.44% | 58.76%-55.3pp | 48.32%-44.9pp | 302.83%-299.4pp |
| Employer contribution / active EE | $6,398 | $6,697-4.5% | $5,918+8.1% | $4,761+34.4% |
| Participant deferral / active EE | $4,884 | $8,405-41.9% | $7,714-36.7% | $5,982-18.4% |
| Admin fee / account holder | $47,796 | $15,399+210.4% | $12,427+284.6% | $11,246+325.0% |