Filed August 29, 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.
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 | $57,080 | $122,239-53.3% | $184,203-69.0% | $74,495-23.4% |
| Participation rate | 90.8% | 85.5%+5.3pp | 86.8%+4.0pp | 67.2%+23.6pp |
| Annual return | 0.00% | 19.95%-19.9pp | 28.81%-28.8pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $1,970 | $4,537-56.6% | $6,427-69.3% | $2,623-24.9% |
| Participant deferral / active EE | $2,965 | $7,139-58.5% | $9,131-67.5% | $4,346-31.8% |
| Admin fee / account holder | $7,276 | $1,260+477.6% | $13,901-47.7% | $1,942+274.7% |