Filed May 5, 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 | $160,360 | $58,851+172.5% | $115,157+39.3% | $72,985+119.7% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 14.67% | 23.16%-8.5pp | 35.60%-20.9pp | 81.00%-66.3pp |
| Employer contribution / active EE | $11,798 | $1,798+556.2% | $3,179+271.1% | $2,440+383.5% |
| Participant deferral / active EE | $3,675 | $2,643+39.1% | $4,168-11.8% | $3,607+1.9% |
| Admin fee / account holder | $20,648 | $6,370+224.2% | $7,088+191.3% | $5,124+302.9% |