Filed April 17, 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 | $96,587 | $52,953+82.4% | $172,739-44.1% | $65,185+48.2% |
| Participation rate | 93.6% | 66.2%+27.4pp | 82.6%+11.0pp | 70.2%+23.4pp |
| Annual return | 22.59% | 30.12%-7.5pp | 802.84%-780.3pp | 29.38%-6.8pp |
| Employer contribution / active EE | $2,312 | $2,190+5.6% | $5,143-55.0% | $2,177+6.2% |
| Participant deferral / active EE | $5,140 | $2,471+108.0% | $5,198-1.1% | $3,514+46.3% |
| Admin fee / account holder | $1,022 | $472+116.6% | $13,954-92.7% | $847+20.7% |