Filed May 12, 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,242 | $88,083+101.2% | $164,813+7.5% | $74,495+137.9% |
| Participation rate | 80.0% | 73.0%+7.0pp | 78.6%+1.4pp | 67.2%+12.8pp |
| Annual return | 18.16% | 17.26%+0.9pp | 69.93%-51.8pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $4,766 | $2,593+83.8% | $4,341+9.8% | $2,623+81.7% |
| Participant deferral / active EE | $7,315 | $4,498+62.6% | $6,031+21.3% | $4,346+68.3% |
| Admin fee / account holder | $7,428 | $2,234+232.6% | $12,690-41.5% | $1,942+282.6% |