Filed January 15, 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 | $55,336 | $185,822-70.2% | $169,993-67.4% | $139,434-60.3% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 7.71% | 60.50%-52.8pp | 53.37%-45.7pp | 372.94%-365.2pp |
| Employer contribution / active EE | $3,277 | $7,590-56.8% | $6,785-51.7% | $4,751-31.0% |
| Participant deferral / active EE | $5,042 | $11,622-56.6% | $10,408-51.6% | $6,710-24.9% |
| Admin fee / account holder | $2,409 | $15,381-84.3% | $12,815-81.2% | $11,403-78.9% |