Filed March 20, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,584 | $153,772-49.5% | $133,980-42.1% | $273,961-71.7% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 3.77% | 36.51%-32.7pp | 29.30%-25.5pp | 41.45%-37.7pp |
| Employer contribution / active EE | $1,669 | $6,029-72.3% | $5,211-68.0% | $4,869-65.7% |
| Participant deferral / active EE | $5,092 | $6,958-26.8% | $6,282-18.9% | $5,287-3.7% |
| Admin fee / account holder | $585 | $11,765-95.0% | $9,324-93.7% | $10,132-94.2% |