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 | $82,805 | $160,055-48.3% | $140,016-40.9% | $135,375-38.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | 0.17% | 911.38%-911.2pp | 651.12%-651.0pp | 519.73%-519.6pp |
| Employer contribution / active EE | $1,787 | $6,420-72.2% | $5,606-68.1% | $4,779-62.6% |
| Participant deferral / active EE | $4,167 | $7,642-45.5% | $6,927-39.8% | $5,609-25.7% |
| Admin fee / account holder | $2,221 | $13,328-83.3% | $10,705-79.3% | $10,827-79.5% |