Filed December 11, 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 4-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,244 | $59,332+50.4% | $90,223-1.1% | $59,632+49.7% |
| Participation rate | 96.2% | 71.9%+24.3pp | 79.0%+17.2pp | 68.7%+27.6pp |
| Annual return | 0.31% | 3.25%-2.9pp | 1.31%-1.0pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $6,492 | $3,031+114.2% | $4,378+48.3% | $2,203+194.7% |
| Participant deferral / active EE | $0 | $4,369-100.0% | $5,792-100.0% | $3,192-100.0% |
| Admin fee / account holder | $32,280 | $5,032+541.4% | $7,406+335.9% | $4,297+651.2% |