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 | $183,361 | $110,094+66.5% | $151,611+20.9% | $68,494+167.7% |
| Participation rate | 97.6% | 84.0%+13.7pp | 87.5%+10.1pp | 67.9%+29.7pp |
| Annual return | -21.26% | -10.12%-11.1pp | 3.33%-24.6pp | -7.84%-13.4pp |
| Employer contribution / active EE | $10,291 | $4,471+130.2% | $6,166+66.9% | $2,596+296.4% |
| Participant deferral / active EE | $4,834 | $6,527-25.9% | $8,363-42.2% | $4,027+20.0% |
| Admin fee / account holder | $8,485 | $7,719+9.9% | $11,616-27.0% | $5,403+57.1% |