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 | $114,655 | $167,484-31.5% | $151,611-24.4% | $134,475-14.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.24% | 7.80%-14.0pp | 3.33%-9.6pp | 417.96%-424.2pp |
| Employer contribution / active EE | $2,639 | $6,829-61.4% | $6,166-57.2% | $4,740-44.3% |
| Participant deferral / active EE | $7,817 | $8,986-13.0% | $8,363-6.5% | $6,400+22.1% |
| Admin fee / account holder | $5,728 | $13,783-58.4% | $11,616-50.7% | $11,426-49.9% |