Filed June 9, 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 | $119,722 | $51,638+131.9% | $68,368+75.1% | $82,448+45.2% |
| Participation rate | 79.3% | 63.6%+15.7pp | 73.8%+5.6pp | 68.1%+11.2pp |
| Annual return | 13.90% | 37.53%-23.6pp | 292.57%-278.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,206 | $2,047-41.1% | $2,649-54.5% | $2,551-52.7% |
| Participant deferral / active EE | $4,823 | $2,914+65.5% | $4,123+17.0% | $4,139+16.5% |
| Admin fee / account holder | $10,314 | $4,643+122.1% | $5,150+100.3% | $7,234+42.6% |