Filed October 27, 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 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $180,116 | $51,576+249.2% | $129,207+39.4% | $80,856+122.8% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 4.64% | 20.81%-16.2pp | 9417.33%-9412.7pp | 35.59%-31.0pp |
| Employer contribution / active EE | $8,188 | $1,584+417.0% | $4,153+97.1% | $2,755+197.2% |
| Participant deferral / active EE | $2,200 | $2,669-17.6% | $4,168-47.2% | $4,296-48.8% |
| Admin fee / account holder | $2,485 | $4,305-42.3% | $7,715-67.8% | $6,918-64.1% |