Filed September 9, 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 | $109,653 | $69,010+58.9% | $159,960-31.4% | $68,494+60.1% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -17.74% | -9.65%-8.1pp | 408.60%-426.3pp | -7.84%-9.9pp |
| Employer contribution / active EE | $8,842 | $2,213+299.5% | $4,226+109.3% | $2,596+240.6% |
| Participant deferral / active EE | $9,940 | $4,212+136.0% | $6,182+60.8% | $4,027+146.8% |
| Admin fee / account holder | $1,855 | $4,798-61.3% | $8,698-78.7% | $5,403-65.7% |