Filed April 25, 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 | $127,638 | $87,841+45.3% | $133,980-4.7% | $62,891+103.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 3.95% | 12.05%-8.1pp | 29.30%-25.3pp | 20.14%-16.2pp |
| Employer contribution / active EE | $7,451 | $3,483+113.9% | $5,211+43.0% | $2,281+226.7% |
| Participant deferral / active EE | $3,750 | $4,812-22.1% | $6,282-40.3% | $3,203+17.1% |
| Admin fee / account holder | $3,393 | $5,371-36.8% | $9,324-63.6% | $4,296-21.0% |