Filed February 5, 2003 (most recent of 3 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 | $246,176 | $54,350+352.9% | $82,719+197.6% | $68,494+259.4% |
| Participation rate | 98.0% | 63.9%+34.0pp | 72.6%+25.4pp | 67.9%+30.1pp |
| Annual return | -17.97% | -13.67%-4.3pp | 701.18%-719.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $24,343 | $2,218+997.5% | $3,009+709.0% | $2,596+837.6% |
| Participant deferral / active EE | $11,322 | $3,246+248.8% | $4,395+157.6% | $4,027+181.1% |
| Admin fee / account holder | $767 | $4,395-82.5% | $5,329-85.6% | $5,403-85.8% |