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 | $159,361 | $61,605+158.7% | $112,229+42.0% | $75,163+112.0% |
| Participation rate | 91.7% | 61.7%+30.0pp | 72.4%+19.2pp | 67.2%+24.5pp |
| Annual return | 1.19% | 28.47%-27.3pp | 30.20%-29.0pp | 160.62%-159.4pp |
| Employer contribution / active EE | $14,909 | $2,015+639.8% | $3,430+334.6% | $2,670+458.4% |
| Participant deferral / active EE | $5,450 | $3,108+75.3% | $4,798+13.6% | $4,125+32.1% |
| Admin fee / account holder | $20,481 | $4,862+321.2% | $7,748+164.3% | $5,651+262.4% |