Filed October 24, 2003 (most recent of 2 filings on file)
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $354,728 | $77,899+355.4% | $149,673+137.0% | $75,163+371.9% |
| Participation rate | 83.2% | 65.6%+17.6pp | 78.8%+4.4pp | 67.2%+16.0pp |
| Annual return | 21.29% | 31.72%-10.4pp | 134.42%-113.1pp | 160.62%-139.3pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $18,390 | $3,411+439.1% | $5,680+223.8% | $4,125+345.8% |
| Admin fee / account holder | $7,143 | $5,956+19.9% | $13,210-45.9% | $5,651+26.4% |